Ord. 1415 2010-03-22CERTIFICATE FOR ORDINANCE
THE STATE OF TEXAS
COUNTIES OF BRAZORIA AND HARRIS
CITY OF PEARLAND
We, the undersigned officers of the City of Pearland, Texas (the "City hereby certify as
follows:
1. The City Council of the City convened in a regular meeting on March 22, 2010, at
the regular meeting place thereof, within the City, and the roll was called of the duly constituted
officers and members of the City Council, to wit:
Tom Reid
Felicia Kyle
Woodrow "Woody" Owens
Steve Saboe
Kevin Cole
Scott Sherman
Mayor
Mayor Pro Tern
Council Member
Council Member
Council Member
Council Member
and all of such persons were present, thus constituting a quorum. Whereupon, among other
business, the following was transacted at said meeting: a written
ORDINANCE AUTHORIZING ISSUANCE OF CITY OF PEARLAND,
TEXAS, WATER AND SEWER SYSTEM REVENUE REFUNDING BONDS,
SERIES 201OB; PRESCRIBING THE TERMS AND CONDITIONS
THEREOF; PROVIDING FOR THE PAYMENT THEREOF; AWARDING
THE SALE THEREOF; AUTHORIZING DEFEASANCE, FINAL PAYMENT
AND DISCHARGE OF CERTAIN OUTSTANDING BONDS,
AUTHORIZING THE EXECUTION AND DELIVERY OF AN ESCROW
AGREEMENT TO PROVIDE FOR THE PAYMENT OF SUCH BONDS;
AUTHORIZING THE ENGAGEMENT OF AN ESCROW AGENT;
AUTHORIZING THE PREPARATION AND DISTRIBUTION OF AN
OFFICIAL STATEMENT TO BE USED IN CONNECTION WITH THE
SALE OF THE BONDS; AUTHORIZING THE PURCHASE OF BOND
INSURANCE; MAKING OTHER PROVISIONS REGARDING SUCH
BONDS AND MATTERS INCIDENT THERETO; AUTHORIZING
EXECUTION AND DELIVERY OF A PAYING AGENT/REGISTRAR
AGREEMENT; CONTAINING OTHER MATTERS RELATED THERETO;
AND DECLARING AN EMERGENCY
(the "Ordinance was duly introduced for the consideration of the City Council and read in full.
It was then duly moved and seconded that the Ordinance be adopted on first reading; arid, after
due discussion, such motion, carrying with it the adoption of the Ordinance, prevailed and
carried by the following vote:
AYES:5 NAYS:0 ABSTENTIONS:O
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HOU:3002985.5
2. That utrue, full and correct copy of the Ordinance adopted at the meeting
described iu the above and foregoing paragraph iy attached |o and follows this certificate; that the
Ordinance has been duly recorded in the C ity Council's minutes of such nzecdog; that the above
and foregoing paragraph is u true, full and correct excerpt from the City Council's ooiuu(ea of
such cueCtio� pertaining to the adoption of the Ordinance; that the persons named in the above
and foregoing paragraph urcib�du|yobosco, qualified and and members of the
City Council as indicated therein; that each of the officers and oucn)bera of the City Council was
duly and au[UcimuUy notified officially and personally, in advance, of the date, hour place and
subject of the aforesaid onccbng, and that the Ordinance vvnu/d be introduced and considered for
adoption at such meeting, and each of such officers and rncruhers cuusco|od, in advance, to the
holding of such meeting for such purpose; that such meeting was open to the public as required
by |uvv; and that public notice of the date, hour, place and subject of such nuccduA was �ivcn as
required by the Open Meetings Law, Chapter 55|, Texas Government Code.
SIGNED AND SEALED this March 22,2Ol0.
W 1
r.40, r,"WAW e W
CIT2 PEARLAND, TEXAS
Mayor
CITY OF PEARLAND, TEXAS
V=1
4
CITY OF PEARLAND, TEXAS
WATER AND SEWER SYSTEM REVENUE REFUNDING BONDS
SERIES 2010E
ORDINANCE NO. 1415
HOU:3002985.5
TABLE OF CONTENTS
Page
ARTICLE I FINDINGS AND DETERMINATIONS I
Section 1.1.
Findings and Determinations
I
ARTICLE 11 DEFINITIONS AND INTERPRETATIONS ..............................2
Section2.1.
Definitions
2
Section2.2.
Interpretations
6
ARTICLE III TERMS OF THE SERIES 2010B BONDS ..............................6
Section 3.1.
Name, Amount, Purpose, Authorization ..............................6
Section 3.2.
Numbers, Date and Denomination
6
Section 3.3.
Interest Payment Dates, Interest Rates and Maturities ..............................7
Section 3.4.
Redemption Prior to Maturity
7
Section 3.5.
Manner of Payment, Characteristics, Execution and Authentication ..................8
Section 3.6.
Approval by Attorney General; Registration by Comptroller .............................8
Section3.7.
Authentication
9
Section 3.8.
Special Record Date
9
Section3.9.
Ownership
9
Section 3.10.
Book-Entry Only System
9
Section 3.11.
Payments and Notices to Cede Co
10
Section 3.12.
Successor Securities Depository; Transfer Outside Book-Entry Only
System...............................................................................................................
10
Section 3.13.
Registration, Transfer, and Exchange I I
Section 3.14.
Cancellation of Series 2010B Bonds I I
Section 3.15.
Mutilated, Lost, or Stolen Series 2010B Bonds .............................12
ARTICLE IV FORM OF SERIES 2010B BONDS AND CERTIFICATES .............................13
Section4.1.
Forms
13
Section 4.2.
Legal Opinion, CUSIP Numbers
13
ARTICLE V SECURITY
AND SOURCE OF PAYMENT FOR THE BONDS .........................13
Section 5.
Pledge and Source of Payment
13
Section5.2.
Rates and Charges
13
Section5.3.
Special Funds
14
Section5.4.
Flow of Funds
14
Section 5.5.
Interest and Sinking Fund
15
Section5.6.
Reserve Fund
15
Section 5.7.
Deficiencies in Funds
16
Section 5.8.
Investment of Funds; Transfer of Investment Income .............................17
Section 5.9.
Security for Uninvested Funds
17
ARTICLE VI ADDITIONAL BONDS
17
Section 6.1.
Additional Bonds
17
Section 6.2.
Subordinate Lien Obligations
19
Section 6.3.
Special Project Bonds
19
ARTICLE VII COVENANTS
AND PROVISIONS RELATING TO BONDS ...........................19
Section 7.1.
Punctual Payment of Bonds
19
I
HOU:3002985.5
Section 7.2.
Power 10 Own and Operate S Power
l9
Section 7.3.
Maintenance o{ System
19
Section 7.4.
Sale or Encumbrance oF System
2U
Section7.5.
Insurance
2O
Section 7.6.
Accounts, Records and Audits
2U
Section 7.7.
Competition -------------------------------.--.7U
Successor ---------------------..24
Section 7.8.
Pledge and Encumbrance o[ Net Revenues
2l
Section 7.9.
Covenants with Respect k) Certain Assumed Water District Bonds
2l
Section 7.l[i
Registered (lnnzeru` and Remedies -----------------.—.2l
25
Section7.11.
l]cfeuuaocc
22
Section7.12.
Legal Holidays
22
Section 7.13.
Unavailability n[ Authorized Publication
23
Section 7.14.
No Recourse Against C' Officials
23
Section 9.6.
Escrow Agreement .------------------------------3O
Section 9.7.
ARTICLE VIII CONCERNING THE PAYING AGENT/REGISTRAR 23
Section 8.[
Acceptance ----------------------------------..T]
Section 8.2.
Fiduciary Account
23
Section8.3.
Bonds Presented
24
Section 8.4.
Series 2Al0B Bonds Not Timely Presented
74
Section 8.5.
May Own Series 2OlOB Bonds
24
Section 8.6.
Successor ---------------------..24
ARTICLE IX PROVISIONS
CONCERNING SALE AND APPLICATION OF
PROCEEDS (]F SERIES 2VlOB Bonds
25
Section g.).
Sale o[ Series 2OlAB Bonds: Insurance
25
Section 9.2.
Approval, Registration and Delivery ---------------------..25
Section 9.3.
Offering Documents; Ratings -------------------------.26
Section 9.4.
Application o[ Proceeds of Series 2Ol0B Bonds
26
Section 9.5.
Ius Exemption --------------------------------..27
Section 9.6.
Escrow Agreement .------------------------------3O
Section 9.7.
Redemption Prior to Maturity of Refunded Bonds. I0 maximize the
City's present value savings, k» restructure the annual debt service
requirements o{ the City im order to create more level annual debt
service zcquizemcoiu and to ouioionizc the City's onoLu of refunding, the
City hereby authorizes and directs that the Refunded Obligations be
called for redemption prior to routucih/ (or, if applicable, cxorovvcd to
their respective maturities) in the uo)ouu|u at the dates and at the
redemption prices set forth io Exhibit l attached hereto, and the Mayor
ix hereby authorized and directed t0 take all necessary and appropriate
action to give or cause tohc given u notice of redemption and/or 8
notice ofdcfeuuuocek/ the holders or paying agent/ registrars, ua
appropriate, O[such bonds, and, i[ required, to publish such notices, all
in the manner required by the documents authorizing the issuance of
suchRefunded Bonds
3O
11
ARTICLE X CONTINUING DISCLOSURE UNDERTAKING .............................31
Section 10.1. Annual Reports 31
Section 10.2. Material Event Notices 31
Section 10.3. Limitations, Disclaimers, and Amendments .............................32
Section10.4. Definitions 33
ARTICLE XI MISCELLANEOUS
33
Section11.
1.
Related Matters
33
Section 11.2.
Severability
34
Section11.3.
Open Meeting
34
Section 11.4.
Governing Law
34
Section11.5.
Repealer
34
Section11.6.
Emergency
34
Section11.7.
Effective Date
34
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CITY OF PEARLAND
ORDINANCE NO. 1415
ORDINANCE AUTHORIZING ISSUANCE OF CITY OF PEARLAND,
TEXAS, WATER AND SEWER SYSTEM REVENUE REFUNDING BONDS,
SERIES 201013; PRESCRIBING THE TERMS AND CONDITIONS THEREOF;
PROVIDING FOR THE PAYMENT THEREOF; AWARDING THE SALE
THEREOF; AUTHORIZING DEFEASANCE, FINAL PAYMENT AND
DISCHARGE OF CERTAIN OUTSTANDING BONDS, AUTHORIZING THE
EXECUTION AND DELIVERY OF AN ESCROW AGREEMENT TO
PROVIDE FOR THE PAYMENT OF SUCH BONDS; AUTHORIZING THE
ENGAGEMENT OF AN ESCROW AGENT; AUTHORIZING THE
PREPARATION AND DISTRIBUTION OF AN OFFICIAL STATEMENT TO
BE USED IN CONNECTION WITH THE SALE OF THE BONDS;
AUTHORIZING THE PURCHASE OF BOND INSURANCE; MAKING
OTHER PROVISIONS REGARDING SUCH BONDS AND MATTERS
INCIDENT THERETO; AUTHORIZING EXECUTION AND DELIVERY OF
A PAYING AGENT /REGISTRAR AGREEMENT; CONTAINING OTHER
MATTERS RELATED THERETO; AND DECLARING AN EMERGENCY
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF PEARLAND,
TEXAS:
ARTICLE I
FINDINGS AND DETERMINATIONS
that:
Section 1.1. Findings and Determinations It is hereby officially found and determined
(a) The City of Pearland, Texas (the "City acting through its City Council,
is authorized by Section 3.07 of its Home Rule Charter and the Constitution and laws of
the State of Texas, particularly Chapter 1207 of the Texas Government Code, as
amended, to issue bonds for the purpose of refunding of certain of the City's outstanding
obligations as further described in Exhibit I hereto (the "Refunded Bonds
(b) The City desires to refund the Refunded Bonds in advance of their
maturities which will benefit the City by providing the City a net present value savings
and restructuring the annual debt service requirements of the City thereby creating more
level annual debt service requirements.
(c) The City is authorized by Chapter 1207, Texas Government Code, as
amended, to accomplish such refunding by depositing directly with any place of payment
for the Refunded Bonds proceeds from the sale of the refunding bonds authorized herein,
together with any other legally available funds, which may be invested in direct
noncallable obligations of, or obligations the principal of and interest on which are
unconditionally guaranteed by, the United States of America, which shall mature and/or
bear interest payable at such times and in such amounts as will be sufficient to provide
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for the scheduled payment of the Refunded Bonds, and such deposit shall constitute the
making of firm banking and financial arrangements for the discharge and final payment
of the Refunded Bonds.
(d) The City desires to enter into an escrow agreement (the "Escrow
Agreement") with Bank of New York Mellon Trust Company, N.A., Dallas, Texas, as
escrow agent, as authorized in Chapter 1207, Texas Government Code, as amended,
pursuant to which a portion of the proceeds of the refunding bonds herein authorized, and
other legally available funds of the City, if any, will be deposited, invested and applied in
a manner independently certified and verified to be sufficient to provide for the full and
timely payment of all principal of, premium, if any, and interest on the Refunded Bonds.
(e) The City desires to authorize the purchase of certain direct obligations of
the United States of America with a portion of the proceeds of the refunding bonds herein
authorized for deposit into such Escrow Fund (as defined herein).
(f) Upon the issuance of the refunding bonds herein authorized and the
creation of the escrow referred to above, the Refunded Bonds shall no longer be regarded
as being outstanding, except for the purpose of being paid pursuant to such Escrow
Agreement and the pledges, liens, trusts and all other covenants, provisions, terms and
conditions of the ordinances and resolutions authorizing the issuance of the Refunded
Bonds shall be, with respect to the Refunded Bonds, discharged, terminated and defeased.
(g) The conditions precedent to the issuance of additional bonds which are
contained in the ordinances authorizing the issuance of the Previously Issued Bonds and
the Series 2010B Bonds (both hereinafter defined) have been met, and the City is
authorized to issue the revenue bonds and make the pledges and covenants set forth
herein.
(h) The City Council is of the opinion and hereby affirmatively finds that it is
in the best interest of the City to issue bonds in the amounts and for the purposes herein
stated.
ARTICLE 11
DEFINITIONS AND INTERPRETATIONS
Section 2.1. Definitions. In this Ordinance, the following terms shall have the
following meanings, unless the context clearly indicates otherwise:
"Act" shall mean Chapter 1207, Texas Government Code, as amended.
"Additional Bonds" shall mean the additional revenue bonds permitted to be issued by
the City pursuant to Section 6.1 hereof.
"Average Annual Principal and Interest Requirements" shall mean the average annual
principal and interest requirements for all Bonds. Upon the issuance of the Series 2010B Bonds
(and the issuance of the City's Water and Sewer System Revenue Bonds, Series 2010A which
are being issued concurrently with the Series 2010B Bonds), the Average Annual Principal and
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Interest Requirements are hereby determined to be $7,514,633.00 and shall be recomputed upon
the issuance of each series of Additional Bonds and set forth in each ordinance authorizing the
issuance of Additional Bonds. For purposes of calculating the Average Annual Principal and
Interest Requirements with respect to any variable rate Additional Bonds, interest on such bonds
shall be calculated in accordance with Section 6.1 of this Ordinance.
"Bond Insurer" shall mean Assured Guaranty Municipal Corporation.
"Bonds" shall mean any or all of the Previously Issued Bonds, the Series 2010B Bonds
and any Additional Bonds from time to time hereafter issued, but only to the extent such Bonds
remain Outstanding within the meaning of this Ordinance.
"Business Day" shall mean any day other than (1) a Saturday or a Sunday, (2) a legal
holiday or the equivalent on which banking institutions generally are authorized or required to
close in New York, New York or Houston, Texas or any other city in which is located the
principal corporate trust office of the Paying Agent/Registrar or (3) a day on which the New
York Stock Exchange is closed in whole or in part.
"City" shall mean the City of Pearland, Texas, and, where appropriate, the City Council
thereof and any successor to the City as owner of the System.
"City Council" shall mean the governing body of the City.
"Code" shall mean the Internal Revenue Code of 1986, as amended.
"DTC" shall mean The Depository Trust Company of New York, New York, or any
successor securities depository.
"DTC Participant" shall mean brokers and dealers, banks, trust companies, clearing
corporations and certain other organizations on whose behalf DTC was created to hold securities
to facilitate the clearance and settlement of securities transactions among DTC Participants.
"Escrow Agent" shall mean Bank of New York Mellon Trust Company, N.A., Dallas,
Texas, and its successors in that capacity.
"Escrow Agreement" shall mean the agreement between the City and the Escrow Agent
relating to the escrow of funds and securities to pay the Refunded Bonds.
"Escrow Fund" shall mean the fund created in Section 3.1 of the Escrow Agreement to
be administered by the Escrow Agent pursuant to the provisions of the Escrow Agreement.
"Fiscal Year" shall mean the City's fiscal year, which currently runs from October I to
September 30, but which may be changed from time to time by the City.
"Gross Revenues" shall mean all revenues, income and receipts of every nature derived
or received by the City from the operation and ownership of the System; the interest income
from the investment or deposit of money in the Revenue Fund and the Reserve Fund (each
hereinafter defined in Article V hereof); and any other revenues hereafter pledged to the payment
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HOU:3002985.5
of all Bonds. Gross Revenues shall not include any of (i) grants from, or payments by, any
federal, state or local governmental agency or authority or any other entity or person, the use of
which is restricted by law or by the terms of the grant or payment to capital expenditures of the
System, (ii) capital assets, debt service funds or debt service reserve funds of water districts or
other public or private sewer systems annexed, acquired or otherwise assumed by the City or (iii)
any interest earned on items (i) or (ii) above.
"Interest Payment Date. when used in connection with any Series 2010B Bond, shall
mean September I or March I of each year as applicable commencing September 1, 2010.
"Maintenance and Operation Expenses" shall mean the reasonable and necessary
expenses of operation and maintenance of the System, including all salaries, labor, materials,
repairs and extensions necessary to render efficient service (but only such repairs and extensions
as, in the judgment of the governing body of the City, are necessary to keep the System in
operation and render adequate service to the City and the inhabitants thereof, or such as might be
necessary to meet some physical accident or conditions which would otherwise impair the
Bonds), and all payments (including payments of amounts equal to all or a part of the debt
service on bonds issued by other political subdivisions and authorities of the State of Texas)
under contracts which are now or hereafter defined as operating expenses by the Legislature of
Texas. Depreciation shall never be considered as a Maintenance and Operation Expense.
Maintenance and Operation Expenses shall include, without limitation, all payments under
contracts for the impoundment, conveyance or treatment of water or otherwise which are now or
hereafter defined as operating expenses by the Legislature of Texas and the treatment of such
payments as Maintenance and Operation Expenses shall not be affected in any way if,
subsequent to entering into such contracts, the City acquires as a part of the System title to any
properties or facilities used to impound, convey or treat water under such contracts, or if the City
contracts to acquire title to such properties or facilities as a part of the System upon the final
payment of debt service on the bonds issued to finance such properties or facilities.
"Net Revenues" shall mean all Gross Revenues remaining after deducting the
Maintenance and Operation Expenses.
"Ordinance" shall mean this Bond Ordinance and all amendments hereof and
supplements hereto.
"Outstanding" when used with reference to the Bonds shall mean, as of a particular date,
all such bonds theretofore delivered except: (a) any such bond canceled by or on behalf of the
City at or before said date; (b) any such bond defeased pursuant to the defeasance provisions of
the ordinance authorizing its issuance, or otherwise defeased as permitted by applicable law; and
(c) any such bond in lieu of or in substitution for which another bond shall have been delivered
pursuant to the ordinance authorizing the issuance of such bond.
"Owner" or "Registered Owner" when used with respect to any Bond, shall mean the
person or entity in whose name such Bond is registered in the Register. Any reference to a
particular percentage or proportion of the Owners of the Bonds of a particular class or series of
Bonds shall mean the Owners at a particular time of the specified percentage or proportion in
aggregate principal amount of all Bonds or the Bonds of such class or series then Outstanding.
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"Paying AgentlRegistrar" shall mean Wells Fargo Bank, N.A., Houston, Texas, and its
successors in that capacity.
"Previously Issued Bonds" shall mean the Outstanding City of Pearland, Texas Water
and Sewer System Adjustable Rate Revenue Bonds, Series 1996B, City of Pearland, Texas,
Water and Sewer System Adjustable Rate Revenue Bonds, Series 1999, City of Pearland, Texas,
Water and Sewer System Revenue Bonds, Series 2001, City of Pearland, Texas, Water and
Sewer System Revenue Bonds, Series 2003, the City of Pearland, Texas, Water and Sewer
System Revenue and Refunding Bonds, Series 2006, the City of Pearland, Texas, Water and
Sewer System Revenue Bonds, Series 2007 and the City of Pearland, Texas, Water and Sewer
System Revenue Bonds, Series 2008, and the City of Pearland, Texas, Water and Sewer System
Revenue Bonds, Series 2009.
"Purchaser" shall mean the underwriting syndicate comprised of First Southwest
Company, Wells Fargo Brokerage Services, LLC and BOSC, Inc.
"Record Date" shall mean, with respect to any Interest Payment Date, the fifteenth day
of the month, whether or not a Business Day, next preceding each Interest Payment Date.
"Refunded Bonds" shall mean those bonds described in Exhibit I attached hereto, which
are being refunded and defeased with the proceeds of the Series 2010E Bonds and other legally
available funds of the City, if any.
"Register" shall mean the books of registration kept by the Paying Agent/Registrar in
which are maintained the names and addresses of and the principal amounts registered to each
Owner of Series 2010B Bonds.
"Report" shall mean the report of Grant Thornton LLP, certified public accountants
verifying the accuracy of certain mathematical computations relating to the Series 2010B Bonds
and the advance refunding of the Refunded Bonds.
"Series 2010E Bonds" shall mean the City of Pearland, Texas, Water and Sewer System
Revenue Refunding Bonds, Series 2010B, authorized by this Ordinance.
"Special Project" shall mean, to the extent permitted by law, any water or sewer system
property, improvement or facility declared by the City not to be part of the System, for which the
costs of acquisition, construction, and installation are paid from proceeds of a financing
transaction other than the issuance of bonds payable from ad valorem taxes or revenues of the
System and for which all maintenance and operation expenses are payable from sources other
than ad valorem taxes or revenues of the System, but only to the extent that and for so long as all
or any part of the revenues or proceeds of which are or will be pledged to secure the payment or
repayment of such costs of acquisition, construction, and installation under such financing
transaction.
"Subordinate Lien Obligations" shall mean the obligations permitted to be issued by the
City pursuant to Section 6.2 hereof.
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HOU:3002985.5
"Surety Policy" shall mean and include a surety bond, bond insurance policy or other
credit agreement, as authorized by Section 1502.064, Texas Government Code, provided that the
issuer of any Surety Policy shall be rated in the highest rating category at the time of issuance of
such Surety Policy by A.M. Best Company, Standard Poor's Ratings Group, or Moody's
Investors Service. A Surety Policy shall insure all Bonds and Additional Bonds on a pro rata
basis. A Surety Policy may include a letter of credit or other agreement or instrument, including
any related reimbursement or financial guaranty agreement, whereby the issuer is obligated to
provide funds up to and including the maximum amount and under the conditions specified in
such agreement or instrument.
"System" shall mean all properties, facilities, improvements, equipment, interests, rights
and powers constituting the water and sewer system of the City, and all future extensions,
replacements, betterments, additions, improvements, enlargements, acquisitions, purchases and
repairs to the System, including without limitation, all those heretofore or hereafter acquired as a
result of the annexation and dissolution of water districts or the acquisition of the properties or
assets of any other public, private or non-profit entities. The System shall not include any
Special Project.
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 and the Table of Contents 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 and to sustain the validity of the Bonds and the validity of the lien
on and pledge of the Net Revenues to secure the payment of the Bonds.
ARTICLE III
TERMS OF THE SERIES 2010B BONDS
Section 3.1. Name, Amount, Purpose, Authorization. (a) The City of Pearland, Texas
Water and Sewer System Revenue Refunding Bonds, Series 2010B shall be issued in fully
registered form, without coupons, in the aggregate principal amount of EIGHT MILLION NINE
HUNDRED SEVENTY THOUSAND AND NO/100 DOLLARS ($8,970,000) for the purpose of
advance refunding the Refunded Bonds payment of expenses of issuance of the Series 2010B
Bonds, all under and pursuant to the authority of the Act and all other applicable law.
(b) It is hereby found and determined that the refunding of the Refunded Bonds and
the issuance of the Bonds will benefit the City by reducing total net present value debt service,
and that such benefit is sufficient consideration for the issuance of the Bonds and the issuance of
the Bonds is in the best interests of the City.
Section 3.2. Numbers, Date and Denomination. The Series 2010B Bonds shall be
initially issued bearing the numbers, in the principal amounts and bearing interest at the rates set
forth in Section 3.3 hereof. The Series 2010B Bonds shall be dated as of April 1, 2010, and shall
be issued in denominations of $5,000 of principal amount or any integral multiple thereof.
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HOU:3002985.5
Section 3.3. Interest Payment Dates, Interest Rates and Maturities. The Series 2010B
Bonds shall bear interest from the later of the April 1, 2010, or the most recent Interest Payment
Date to which interest has been paid or duly provided for, at the rate or rates per annum set forth
below, calculated on the basis of a 360-day year composed of twelve 30-day months and payable
semiannually on September I and March I of each year, commencing September 1, 2010, until
maturity or prior redemption.
The Series 2010B Bonds shall mature and become payable on the dates and in the
respective principal amounts set forth below, subject to prior redemption as set forth in this
Ordinance:
Bond
Maturity
Principal
Interest
Number
(09/01)
Amount
Rate
R-1
2011
$75,000
2.000
R-2
2012
330,000
1.750
R-3
2013
340,000
1.750
R-4
2014
350,000
2.000
R-5
2015
355,000
2.000
R-6
2016
370,000
2.500
R-7
2017
385,000
3.000
R-8
2018
405,000
3.125
R-9
2019
425,000
3.250
R-10
2020
445,000
3.500
R-11
2021
1,750,000
4.000
R-12
2022
1,830,000
4.000
R -13
2023
1,910,000
4.000
Section 3.4. Redemption Prior to Maturity.
(a) The City reserves the right, at its option, to redeem prior to maturity Series
2010B Bonds maturing on or after September 1, 2020, in whole or in part, in principal
installments of $5,000 or any integral multiple thereof, on September 1, 2019, or any date
thereafter, at a price equal to the principal amount of the Series 2010B Bonds or portions
thereof called for redemption plus accrued interest to the date of redemption.
(b) Series 2010B Bonds may be redeemed only in integral multiples of $5,000
of principal amount. If a Series 2010B Bond subject to redemption is in a denomination
larger than $5,000, a portion of such Series 2010B Bond may be redeemed, but only in
integral multiples of $5,000. In selecting portions of Series 2010B Bonds for redemption,
the Registrar shall treat each Series 2010B Bond as representing that number of Series
2010B Bonds of $5,000 denomination which is obtained by dividing the principal amount
of such Series 2010B Bond by $5,000. Upon surrender of any Series 2010B Bond for
redemption in part, the Registrar, in accordance with Section 3.11 hereof, shall
authenticate and deliver in exchange therefor a Series 2010B Bond or Bonds of like
maturity and interest rate in an aggregate principal amount equal to the unredeemed
portion of the Series 2010B Bond so surrendered.
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HOU3002985.5
(c) Not less than thirty (30) days prior to a redemption date for the Series
2010B Bonds, a notice of redemption will be sent by U.S. mail, first class postage
prepaid, in the name of the City to each Owner of a Series 2010B Bond to be redeemed in
whole or in part at the address of such Owner appearing on the Register at the close of
business on the Business Day next preceding the date of mailing. Such notices shall state
the redemption date, the redemption price, the place at which Series 2010B Bonds are to
be surrendered for payment and, if less than all Series 2010B Bonds outstanding are to be
redeemed, the numbers of Series 2010B Bonds or portions thereof to be redeemed. Any
notice of redemption so mailed as provided in this Section will be conclusively presumed
to have been duly given, whether 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 Series 2010B Bonds or portions thereof to be redeemed. When
Series 2010E Bonds have been called for redemption in whole or in part and notice of
redemption has been given as herein provided, the Series 201.0E Bonds or portions
thereof so redeemed shall no longer be regarded to be outstanding, except for the purpose
of receiving payment solely from the funds so provided for redemption, and interest
which would otherwise accrue or compound after the redemption date on any Series
2010B Bond or portion thereof called for redemption shall terminate on the date fixed for
redemption.
Section 3.5. Manner of Payment, Characteristics, Execution and Authentication. The
Paying Agent/Registrar shall be the paying agent for the Series 2010B Bonds. The Series 2010B
Bonds shall be payable, shall have the characteristics, shall be signed and executed, shall be
sealed, and shall be authenticated, all as provided Form of Bond included as Exhibit A to this
Ordinance. The Series 2010B Bonds initially delivered shall also have attached or affixed to
each such Series 2010B Bond the registration certificate of the Comptroller of Public Accounts
of the State of Texas.
The Series 2010B Bonds shall be signed on behalf of the City by the Mayor and
countersigned by the City Secretary by their manual, lithographed, or facsimile signatures
thereon. Such facsimile signature on the Series 2010B Bonds shall have the same effect as if
each of the Series 2010E Bonds had been signed manually and in person by each of said
officials. If any officer of the City whose manual or facsimile signature shall appear on the
Series 2010B Bonds, as provided in the Form of Bond included as Exhibit A hereto, shall cease
to be such officer before the authentication of the Series 2010B Bonds or before the delivery of
the Series 2010B Bonds, such manual or facsimile signature shall nevertheless be valid and
sufficient for all purposes as if such officer had remained in such office.
The approving legal opinion of Andrews Kurth LLP, Houston, Texas, Bond Counsel,
may be printed on the Series 2010B Bonds over the certification of the City Secretary, which
may be executed in facsimile. CUSIP numbers also may be printed on the Series 2010B Bonds,
but errors or omissions in the printing of either the opinion or the numbers shall have no effect
on the validity of the Bonds.
Section 3.6. Approval by Attorney General; Registration by Comptroller. The Initial
Series 2010B Bond shall be delivered to the Attorney General of the State of Texas for
examination and approval and shall be registered by the Comptroller of Public Accounts of the
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State of Texas. The manually executed registration certificate of such Comptroller substantially
in the form provided in Exhibit A of this Ordinance shall be affixed or attached to the Initial
Series 2010B Bonds.
Section 3.7. Authentication. Except for the Series 2010B Bonds to be initially issued,
which need not be authenticated, only such Series 2010B Bonds as shall bear thereon a
certificate of authentication substantially in the form provided in Exhibit A of this Ordinance,
manually executed by an authorized representative of the Paying Agent/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 Series 2010B
Bond so authenticated was delivered by the Paying Agent/Registrar hereunder.
Section 3.8. Special Record Date. If interest on any Series 2010B Bond is not paid on
any Interest Payment Date and continues unpaid for 30 days thereafter, the Paying
Agent/Registrar shall establish a new record date for the payment of such interest, to be known
as a "Special Record Date." The Paying Agent/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 prepaid, not later than five (5) days prior to the Special
Record Date, to each Registered Owner of an affected Series 2010B Bond as of the close of
business on the day prior to the mailing of such notice.
Section 3.9. Ownership. Subject to the further provisions of this Section, the City, the
Paying Agent/Registrar, and any other person may treat the person in whose name any Series
2010B Bond is registered on the Register as the absolute Owner of such Series 2010B Bond for
the purpose of making and receiving payment of the principal of or interest on such Series 2010B
Bond, and for all other purposes, whether or not such Series 2010B Bond is overdue, and neither
the City nor the Paying Agent/Registrar shall be bound by any notice or knowledge to the
contrary. All payments made to the person deemed to be the Owner of any Series 2010B Bond
in accordance with this Section 3.9 shall be valid and effectual and shall discharge the liability of
the City and the Paying Agent/Registrar upon such Series 2010B Bond to the extent of the sums
paid.
Section 3.10. Book-Entry Only System. The definitive Series 2010B Bonds shall be
initially issued in the form of a separate single fully registered Series 2010B Bond for each of the
maturities thereof. Upon initial issuance, the ownership of each such Series 2010B Bond shall
be registered in the name of Cede Co., as nominee of DTC, and except as provided in Section
3.12 hereof, all of the Outstanding Bonds shall be registered in the name of Cede Co., as
nominee of DTC. Upon delivery by DTC to the Paying Agent/Registrar of written notice to the
effect that DTC has determined to substitute a new nominee in place of Cede Co., and subject
to the provisions in this Ordinance with respect to interest checks being mailed to the Owner at
the close of business on the Record Date, the word "Cede Co." in this Ordinance shall refer to
such new nominee of DTC.
With respect to Series 20 1 OB Bonds registered in the name of Cede Co., as nominee of
DTC, the City and the Paying Agent/Registrar shall have no responsibility or obligation to any
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DTC Participant or to any person on behalf of whom such a DTC Participant holds an interest in
the Series 2010B Bonds. Without limiting the immediately preceding sentence, the City and the
Paying Agent/Registrar shall have no responsibility or obligation with respect to (a) the accuracy
of the records of DTC, Cede Co. or any DTC Participant with respect to any ownership
interest in the Series 2010B Bonds, (b) the delivery to any DTC Participant or any other person,
other than a Registered Owner of a Series 2010B Bond, as shown on the Register, of any notice
with respect to the Series 2010B Bonds, including any notice of redemption or (c) the payment to
any DTC Participant or any other person, other than a Registered Owner of a Series 2010B Bond
as shown in the Register, of any amount with respect to principal of Series 2010B Bonds,
premium, if any, or interest on the Series 2010B Bonds.
Except as provided in Section 3.11 of this Ordinance, the City and the Paying
Agent/Registrar shall be entitled to treat and consider the person in whose name each Series
2010B Bond is registered in the Register as the absolute owner of such Series 2010B Bond for
the purpose of payment of principal of, premium, if any, and interest on Series 2010B Bonds, for
the purpose of giving notices of redemption and other matters with respect to such Series 2010B
Bond, for the purpose of registering transfer with respect to such Series 2010B Bond, and for all
other purposes whatsoever. The Paying Agent/Registrar shall pay all principal of Series 2010B
Bonds, premium, if any, and interest on the Series 2010B Bonds only to or upon the order of the
respective owners, as shown in the Register as provided in this Ordinance, or their respective
attorneys duly authorized in writing, and all such payments shall be valid and effective to fully
satisfy and discharge the City's obligations with respect to payment of principal of, premium, if
any, and interest on the Series 2010B Bonds to the extent of the sum or sums so paid. No person
other than an owner shall receive a Series 2010B Bond evidencing the obligation of the City to
make payments of amounts due pursuant to this Ordinance.
Section 3.11. Payments and Notices to Cede Co. Notwithstanding any other
provision of this Ordinance to the contrary, as long as any Series 2010E Bonds are registered in
the name of Cede Co., as nominee of DTC, all payments with respect to principal of,
premium, if any, and interest on the Series 2010B Bonds, and all notices with respect to such
Series 2010B Bonds shall be made and given, respectively, in the manner provided in the
representation letter of the City to DTC.
Section 3.12. Successor Securities Depository; Transfer Outside Book-Entry Only
System. In the event that the City or the Paying Agent/Registrar determines that DTC is
incapable of discharging its responsibilities described herein and in the representation letter of
the City to DTC, and that it is in the best interest of the beneficial owners of the Series 2010B
Bonds that they be able to obtain certificated Series 2010B Bonds, the City or the Paying
Agent/Registrar shall (a) appoint a successor securities depos'itory, qualified to act as such under
Section 17(a) of the Securities and Exchange Act of 1934, as amended, notify DTC of the
appointment of such successor securities depository and transfer one or more separate Series
2010B Bonds to such successor securities depository or (b) notify DTC of the availability
through DTC of Series 2010B Bonds and transfer one or more separate Series 2010B Bonds to
DTC Participants having Series 2010B Bonds credited to their DTC accounts. In such event, the
Series 2010B Bonds shall no longer be restricted to being registered in the Register in the name
of Cede Co., as nominee of DTC, but may be registered in the name of the successor securities
depository, or its nominee, or in whatever name or names a Registered Owner of a Series 2010B
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Bond transferring or exchanging Series 2010B Bonds shall designate, in accordance with the
zn
provisions of this Ordinance.
Section 3.13. Registration, Transfer, and Exchange. The Paying Agent/Registrar shall
keep the Register at its principal corporate trust office and, subject to such reasonable regulations
as it may prescribe, the Paying Agent/Registrar shall provide for the registration and transfer of
Series 2010B Bonds in accordance with the terms of this Ordinance.
Each Series 2010B Bond shall be transferable only upon the presentation and surrender
thereof at the principal corporate trust office of the Paying Agent/Registrar, duly endorsed for
transfer, or accompanied by an assignment duly executed by the Registered Owner or his
In
authorized representative in form satisfactory to the Paying Agent/Registrar. Upon due
presentation of any Series 2010B Bond in proper form for transfer, the Paying Agent/Registrar
shall authenticate and deliver in exchange therefor, within three (3) Business Days after such
presentation, a new Series 2010B Bond or Series 2010B Bonds, registered in the name of the
transferee or transferees, in the same maturity and aggregate principal amount and bearing
interest at the same rate as the Series 2010B Bond or Series 2010B Bonds so presented.
All Series 2010E Bonds shall be exchangeable upon presentation and surrender thereof at
the principal corporate trust office of the Paying Agent/Registrar for a Series 2010B Bond or
Series 2010B Bonds of the same maturity in any authorized denomination and interest rate, in an
aggregate amount equal to the unpaid principal amount of the Series 2010B Bond or Series
2010B Bonds presented for exchange. The Paying Agent/Registrar shall be and is hereby
authorized to authenticate and deliver exchange Series 2010B Bonds in accordance with the
provisions of this Section 3.11. Each Series 2010E Bond delivered in accordance with this
Section 3.11 shall be entitled to the benefits and security of this Ordinance to the same extent as
the Series 2010B Bond or Series 2010B Bonds in lieu of which such Series 2010B Bond is
delivered.
The City or the Paying Agent/Registrar may require the Owner of any Series 2010B
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 Series 2010B Bond. Any fee or charge of
the Paying Agent/Registrar for such transfer or exchange shall be paid by the City.
The Paying Agent/Registrar shall not be required to transfer or exchange any Series
2010B Bond called for redemption in whole or in part during the forty-five (45) day period
immediately prior to the date fixed for redemption; provided, however, that this restriction shall
not apply to the transfer or exchange by the Registered Owner of the unredeemed portion of a
Series 2010B Bond called for redemption in part.
Section 3.14. Cancellation of Series 2010B Bonds. All Series 2010B Bonds paid or
redeemed in accordance with this Ordinance, and all Series 2010B Bonds in lieu of which
exchange Series 2010B Bonds or replacement Series 2010B Bonds are authenticated and
delivered in accordance herewith, shall be canceled and destroyed upon the making of proper
records regarding such payment or redemption. The Paying Agent/Registrar shall furnish the
City with appropriate certificates of destruction of such Series 2010B Bonds.
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Section 3.15. Mutilated, Lost, or Stolen Series 2010B Bonds. Upon the presentation and
surrender to the Paying Agent/Registrar of a mutilated Series 2010E Bond, the Paying
Agent/Registrar shall authenticate and deliver in exchange therefor a replacement Bond of like
maturity, interest rate, and principal amount, bearing a number not contemporaneously
outstanding. The City or the Paying Agent/Registrar may require the Owner of such Series
2010B 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 Paying Agent/Registrar.
If any Series 2010B 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 Series 2010B Bond has been acquired by a bona fide purchaser, shall execute and the
Paying Agent/Registrar shall authenticate and deliver, a replacement Series 2010B Bond of like
maturity, interest rate, and principal amount, bearing a number not contemporaneously
outstanding, provided that the Owner thereof shall have:
(a) furnished to the City and the Paying Agent/Registrar satisfactory evidence
of the ownership of and the circumstances of the loss, destruction or theft of such Series
2010B Bond;
(b) furnished such security or indemnity as may be required by the Paying
Agent/Registrar and the City to save them harmless;
(c) paid all expenses and charges in connection therewith, including, but not
limited to, printing costs, legal fees, fees of the Paying Agent/Registrar, and any tax or
other governmental charge that may be imposed; and
(d) met any other reasonable requirements of the City and the Paying
Agent/Registrar.
If, after the delivery of such replacement Series 2010B Bond, a bona fide purchaser of the
original Bond in lieu of which such replacement Bond was issued presents for payment such
original Series 2010B Bond, the City and the Paying Agent/Registrar shall be entitled to recover
such replacement Series 2010B 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 Paying Agent/Registrar in connection therewith.
If any such mutilated, lost, apparently destroyed, or wrongfully taken Series 2010B Bond
has become or is about to become due and payable, the City in its discretion may, instead of
issuing a replacement Series 2010E Bond, authorize the Paying Agent/Registrar to pay such
Series 2010B Bond.
Each replacement Series 2010E Bond delivered in accordance with this Section 3.13
shall be entitled to the benefits and security of this Ordinance to the same extent as the Series
2010B Bond or Series 2010B Bonds in lieu of which such replacement Series 2010B Bond is
delivered.
[IN
HOU:3002985.5
ARTICLE IV
FORM OF SERIES 2010B BONDS AND CERTIFICATES
Section 4.1. Forms. The form of the Series 2010B Bonds, including the form of the
Paying Agent/Registrar's Authentication Certificate, the form of Assignment, the form of the
Comptroller's Registration Certificate and the form of the Statement of Insurance, if any, which
shall be attached or affixed to the Initial Series 20 1 OB Bonds, shall be, respectively, as described
in Exhibit A to this Ordinance, with such additions, deletions, and variations as may be necessary
or desirable and not prohibited by this Ordinance.
Section 4.2. Legal Opinion; CUSIP Numbers. The approving legal opinion of
Andrews Kurth LLP, Houston, Texas, Bond Counsel, may be printed on the Series 2010B Bonds
over the certification of the City Secretary, which may be executed in facsimile. CUSfP numbers
also may be printed on the Series 2010B Bonds, but errors or omissions in the printing of either
the opinion or the numbers shall have no effect on the validity of the Bonds.
ARTICLE V
SECURITY AND SOURCE OF
PAYMENT FOR THE BONDS
Section 5. Pledge and Source of Payment. The City hereby covenants and agrees
that Gross Revenues of the System shall, as collected and received by the City, be deposited and
paid into the special funds hereinafter established, and shall be applied in the manner hereinafter
set forth, in order to provide for the payment of all Maintenance and Operation Expenses and to
provide for the payment of principal of, interest on and any redemption premiums on the Bonds
and all expenses of paying same; and to provide for the disposition of the remaining Net
Revenues. The Bonds shall constitute special obligations of the City that shall be payable solely
from and shall be equally and ratably secured by a first lien on and pledge of the Net Revenues
as collected and received by the City from the operation and ownership of the System, which Net
Revenues shall, in the manner herein provided, be set aside for and are hereby pledged to the
payment of the Bonds in the Interest and Sinking Fund and the Reserve Fund as hereinafter
provided, and the Bonds shall be, in all respects, on a parity with and of equal dignity with one
another. The Owners of the Bonds shall never have the right to demand payment of either the
principal of, interest on or any redemption premium on the Bonds out of any funds raised or to
be raised by taxation.
Section 5.2. Rates and Charges. So long as any Bonds remain Outstanding, the City
shall fix, charge and collect rates and charges for the use and services of the System which are
calculated to be fully sufficient to produce Net Revenues in each Fiscal Year at least equal to
115% of the principal and interest requirements scheduled to occur in such Fiscal Year on all
Bonds then Outstanding, plus an amount equal to the sum of all deposits required to be made to
the Reserve Fund in such Fiscal Year (but in no event shall Net Revenues ever be less than the
amount required to establish and maintain the Interest and Sinking Fund and the Reserve Fund as
hereinafter provided) and, to the extent that funds for such purpose are not otherwise available,
to pay all other outstanding obligations payable from the Net Revenues of the System, including
all amounts owed by the City to a provider of a Surety Policy, if any, as and when the same
become due. For the purpose of complying with its obligation to fix, charge and collect rates and
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charges, as herein provided, the City shall be entitled to rely on the certificate described in
Section 6.1 of this Ordinance, as therein provided, in determining the amount of interest
anticipated to be paid in respect of Bonds bearing interest at a variable rate.
The City will not grant or permit any free service from the System, except for public
buildings and institutions operated by the City. In addition, the City will not grant or permit any
free service from the System permitted by the previous sentence if to do so would violate any
condition or covenant to which the City is bound in connection with any federal grant agreement
or otherwise.
Section 5.3. Special Funds The following "Special Funds" shall be established,
maintained and accounted for as hereinafter provided so long as any of the Bonds remain
Outstanding:
(a) Revenue Fund;
(b) Interest and Sinking Fund; and
(c) Reserve Fund.
All of such Funds shall be maintained as separate accounts on the books of the City. The
Interest and Sinking Fund and the Reserve Fund shall constitute trust funds which shall be held
in trust for the Owners of the Bonds and the proceeds of which shall be pledged to the payment
of the Bonds. All of the Funds named above shall be used solely as herein provided so long as
any Bonds remain Outstanding.
Section 5.4. Flow of Funds Gross Revenues of the System shall be deposited as
collected into the Revenue Fund. Moneys from time to time on deposit to the credit of the
Revenue Fund shall be applied in the following manner and in the following order of priority:
(a) First to pay Maintenance and Operation Expenses and to provide by
encumbrance for the payment of all obligations incurred by the City for Maintenance and
Operation Expenses and to establish and maintain an operating reserve equal to one
month's estimated Maintenance and Operation Expenses;
(b) Second to make all deposits into the Interest and Sinking Fund required
by any ordinance authorizing the issuance of Bonds;
(c) Third to reimburse the provider of a Surety Bond any amounts advanced
under such Surety Bond;
(d) Fourth to pay interest to any provider of a Surety Bond any amounts
advanced under such Surety Bond;
(e) Fifth to make all deposits into the Reserve Fund required by any
ordinance authorizing the issuance of Bonds;
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(f) Sixth, to make all deposits, as may be required by any ordinance of the
City authorizing the issuance of certain Subordinate Lien Obligations described in
Section 6.2 hereof, in order to provide for the payment of and security for such
Subordinate Lien Obligations; and
Seventh, for any lawful purpose.
Section 5.5. Interest and Sinking Fund. On or before the last Business Day of each
month so long as any Bonds remain Outstanding, after making all required payments and
provision for payment of Maintenance and Operation Expenses, there shall be transferred into
the Interest and Sinking Fund from the Revenue Fund the following amounts:
(a) Such amounts, in approximately equal monthly installments, as will be
sufficient to accumulate the amount required to pay the interest scheduled to become due
on the Bonds on the next Interest Payment Date; and
(b) Such amounts, in approximately equal monthly installments, as will be
sufficient to accumulate the amount required to pay the next maturing principal of the
Bonds (i.e., the principal amount payable on the next September 1), including the
principal amounts of, and any redemption premiums on, any Bonds payable as a result of
the operation or exercise of any mandatory or optional redemption provision contained in
any ordinance authorizing the issuance of Bonds.
Whenever the total amounts on deposit to the credit of the Interest and Sinking Fund and
the Reserve Fund shall be equivalent to the sum of the aggregate principal amount of all
Outstanding Bonds plus the aggregate amount of all interest accrued and to accrue thereon, no
further payments need be made into the Interest and Sinking Fund or the Reserve Fund, and such
Bonds shall not be regarded as being Outstanding except for the purpose of being paid with the
moneys on deposit in such Funds.
Moneys deposited to the credit of the Interest and Sinking Fund shall be used solely for
the purpose of paying principal (at maturity, prior redemption or tender, or to purchase Bonds in
the open market to be credited against mandatory redemption requirements), interest and
redemption premiums on the Bonds, plus all bank charges and other costs and expenses relating
to such payment.
On or before each date principal becomes due and/or each Interest Payment Date on the
Bonds, the City shall transfer from the Interest and Sinking Fund to the Paying Agent for the
Bonds an amount equal to the principal of, interest on and any redemption premiums payable on
the Bonds on such date, together with an amount equal to all bank charges and other costs and
expenses relating to such payment. The Paying Agent shall destroy all paid Bonds and shall
provide the City with an appropriate certificate of destruction.
Section 5.6. Reserve Fund. On or before the last Business Day of each month so long
as any Bonds remain Outstanding, after making all required payments and provision for payment
of Maintenance and Operation Expenses and after making all required transfers into the Interest
and Sinking Fund, there shall be transferred into the Reserve Fund from the Revenue Fund
amounts equal to one-sixtieth (1/60th) of the Average Annual Principal and Interest
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Requirements on the Bonds unless or until there has been accumulated in the Reserve Fund
money and investments in an aggregate amount at least equal to the Average Annual Principal
and Interest Requirements on the Bonds; provided that additional deposits into the Reserve Fund
sufficient to provide for the increased reserve requirements resulting from the issuance of any
Additional Bonds shall be made by not later than 60 months from the date of issuance of such
Additional Bonds as required by Section 6.1(d) hereof. Such additional deposits into the Reserve
Fund in connection with the issuance of any Additional Bonds shall be made each month in
amounts equal to one-sixtieth (1/60th) of the Average Annual Principal and Interest
Requirements on the Bonds and such Additional Bonds. After such amount has accumulated in
the Reserve Fund and so long thereafter as such fund contains such amount, no further deposits
shall be required to be made into the Reserve Fund, and any excess amounts in the Fund may be
transferred to the Revenue Fund; but if and whenever the balance in the Reserve Fund is reduced
below such amount, monthly deposits into such Fund shall be resumed and continued in amounts
at least equal to one-twelfth (1/12th) of the Average Annual Principal and Interest Requirements
on the Bonds until the Reserve Fund has been restored to such amount. The Reserve Fund shall
be used to pay the principal of and interest on the Bonds at any time when there is not sufficient
money available in the Interest and Sinking Fund for such purpose and it may be used finally to
pay and retire the last Bonds to mature or be redeemed.
The requirements of the immediately preceding paragraph of this Section
notwithstanding, the City may provide 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; provided, however, that no such Surety Policy may be so
substituted unless (i) the ordinance authorizing the substitution of the Surety Policy for all or part
of the Average Annual Principal and Interest Requirements on the Bonds contains a finding that
such substitution is cost effective and (ii) the City obtains an opinion of nationally recognized
bond counsel that such substitution is permitted by applicable Texas law then in effect. If a
Surety Policy or Policies are issued in accordance with the preceding sentence, such Surety
Policy or Policies shall be drawn upon and reimbursed on a pro rata basis.
In the event a Surety Policy issued to satisfy all or a part of the City's obligation with
respect to the Reserve Fund causes the amount then on deposit in the Reserve Fund to exceed the
Average Annual Principal and Interest Requirements on all Bonds, the City may transfer such
excess amount to any fund or funds established for the payment of or security for Bonds or any
Subordinate Lien Obligations (including any escrow established for the final payment of any
such obligations pursuant to Chapter 1207, Texas Government Code); provided, however, that
no funds constituting bond proceeds shall be transferred for the benefit of the Subordinate Lien
Obligations.
Section 5.7. Deficiencies in Funds. If in any month there shall not be deposited into
any fund maintained pursuant to this Article the full amounts required hereinabove, amounts
equivalent to such deficiency shall be set apart and paid into such Special Fund or Funds from
the first available and unallocated moneys in the Revenue Fund, and such payment shall be in
addition to the amounts otherwise required to be paid into such Funds during any succeeding
month or months. To the extent necessary, the rates and charges for the System shall be
increased to make up for any such deficiencies.
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Section 5.8. Investment of Funds; Transfer of Investment Income.
(a) Money in the Revenue Fund, the Interest and Sinking Fund and the
Reserve Fund may, at the option of the City, be invested in time deposits or certificates of
deposit secured in the manner required by law for public funds, or be invested in direct
obligations of, or obligations the principal of and interest on which are unconditionally
guaranteed by, the United States of America, in obligations of any agencies or
instrumentalities of the United States of America or as otherwise permitted by state law;
provided that all such deposits and investments shall be made in such manner (which may
include repurchase agreements for such investments with any national bank) that the
money required to be expended from any Special Fund will be available at the proper
time or times, and provided further that in no event shall such deposits or investments of
moneys in the Reserve Fund mature later than the final maturity date of the Bonds. All
such investments shall be valued in terms of current market value no less frequently than
the last Business Day of the City's Fiscal Year, except that any direct obligations of the
United States of America State and Local Government Series shall be continuously
valued at their par value or principal face amount. Any obligation in which money is so
invested shall be kept and held in an official depository of the City, except as hereinafter
provided. For purposes of maximizing investment returns, money in such funds may be
invested, together with money in other funds or with other money of the City, in common
investments of the kind described above, or in a common pool of such investments which
shall be kept and held at an official depository of the City, which shall not be deemed to
be or constitute a commingling of such money or funds provided that safekeeping
receipts or certificates of participation clearly evidencing the investment or investment
pool in which such money is invested and the share thereof purchased with such money
or owned by such fund are held by or on behalf of each such fund. If necessary, such
investments shall be promptly sold to prevent any default.
(b) All interest and income derived from such deposits and investments shall
be credited monthly to the Special Fund from which such investment was made.
Section 5.9. Security for Uninvested Funds. So long as any Bonds remain
Outstanding, all uninvested moneys on deposit in, or credited to, the Revenue Fund, the Interest
and Sinking Fund and the Reserve Fund shall be secured by the pledge of security as provided by
law for cities in the State of Texas.
ARTICLE VI
ADDITIONAL BONDS
Section 6.1. Additional Bonds. The City reserves the right to issue, for any lawful
purpose, including the refunding of any previously issued Bonds or any other bonds or
obligations of the City issued in connection with the System or payable from Net Revenues, one
or more series of Additional Bonds on a parity with the Outstanding Bonds and any Additional
Bonds then Outstanding, payable from, and secured by a first lien on, the Net Revenues of the
System; provided, however, that no Additional Bonds may be issued unless:
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(a) All Additional Bonds shall mature only on September 1 and interest
thereon shall be payable only on March 1 and September l;
(b) The Interest and Sinking Fund and the Reserve Fund each contains the
amount of money then required to be on deposit therein;
(c) For either the preceding Fiscal Year or any consecutive 12 -month period
out of the 15 -month period immediately preceding the month in which the bond
ordinance authorizing such Additional Bonds is adopted (the "Base Period either:
(i) Net Revenues are certified by the Director of Finance of the City to
have been equal to at least one hundred and forty percent (140 of the Average
Annual Principal and Interest Requirements on all Bonds, after giving effect to
the issuance of the Additional Bonds to be issued; or
(ii) Net Revenues, adjusted to give effect to any rate increase or
annexation of territory placed into effect or consummated prior to the adoption of
the ordinance authorizing the Additional Bonds to the same extent as if such rate
increase or annexation had been placed into effect or consummated prior to the
commencement of the Base Period, would have been equal to at least the amount
required in paragraph (1) above, as certified by an independent consulting
engineer or independent firm of consulting engineers;
Provided, however, that this requirement shall not apply to the issuance of any series of
Additional Bonds for refunding purposes that will not have the result of increasing the average
annual principal and interest requirements on the Bonds; and
(d) Provision is made in the bond ordinance authorizing the Additional Bonds
then proposed to be issued for (1) additional payments into the Interest and Sinking Fund
sufficient to provide for the payment of the increased principal of and interest on the
Bonds resulting from the issuance of such Additional Bonds, and (2) additional payments
into the Reserve Fund sufficient to provide for the accumulation therein of the increased
reserve requirement resulting from the issuance of such Additional Bonds, by not later
than sixty (60) months from the date of issuance of such Additional Bonds.
The provisions of this Section 6.1(a) notwithstanding, the City may issue Additional
Bonds that bear interest at a variable rate. Such variable rate bonds may mature on dates other
than September 1 and interest thereon may be payable on dates other than March 1 or September
l; provided that the issuance of Additional Bonds as variable rate bonds may not cause the total
amount of Outstanding Bonds that are variable rate bonds to exceed 50% (20% as long as the
City's Water and Sewer System Adjustable Rate Revenue Bonds, Series 1999 shall remain
outstanding) of the aggregate principal amount of all Outstanding Bonds and Subordinate Lien
Obligations at the time of such issuance. For purposes of calculating the funding requirements
for the Reserve Fund and for the purposes of calculating compliance with the conditions
precedent to the issuance of Additional Bonds pursuant to Section 6.1(c) and the rate covenant
set forth in Section 5.2, any Bonds that are variable rate bonds shall be assumed to bear interest
at a rate which shall be estimated and certified by the financial advisor to the City as the rate that
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would be borne by such variable rate bonds if they were at the date of such certification issued as
Bonds bearing a fixed rate of interest to their scheduled maturity or maturities.
Section 6.2. Subordinate Lien Obligations. The City reserves the right to issue, for any
lawful purpose, bonds, notes or other obligations secured in whole or in part by liens on the Net
Revenues that are junior and subordinate to the lien on Net Revenues securing payment of the
Bonds. Such Subordinate Lien Obligations may be further secured by any other source of
payment lawfully available for such purposes. In the event that the City should decide to issue
such Subordinate Lien Obligations as variable rate bonds, for purposes of calculating the funding
requirements for the reserve fund for such Subordinate Lien Obligations, the variable rate bonds
shall be assumed to bear interest at the rate of 10% per annum, and for purposes of calculating
compliance with any conditions precedent to the issuance of additional Subordinate Lien
Obligations and any rate covenants relating to such Subordinate Lien Obligations, the variable
rate bonds shall be assumed to bear interest at the higher of 9% per annum or the highest variable
rate over the preceding twenty-four (24) months.
Deposits may be made pursuant to Section 5.4(f) of this Ordinance into such funds as
may be created and maintained for the payment of and security for Subordinate Lien Obligations
described in this Section (including a reserve fund not to exceed the Average Annual Principal
and Interest Requirements on such Subordinate Lien Obligations and any provisions for curing
deficiencies in such funds), but only to the extent that the aggregate Outstanding principal
amount of such Subordinate Lien Obligations does not exceed 50% of the aggregate principal
amount of Bonds and Subordinate Lien Obligations Outstanding on the date of such calculation.
Section 6.3. Special Project Bonds The City reserves the right to issue revenue bonds
secured by liens on and pledges of revenues and proceeds derived from Special Projects.
ARTICLE VII
COVENANTS AND PROVISIONS
RELATING TO BONDS
Section 7.1. Punctual Payment of Bonds. The City covenants that it will punctually
pay or cause to be paid the interest on and principal of all Bonds according to the terms thereof
and will faithfully do and perform, and at all times fully observe, any and all covenants,
undertakings, stipulations and provisions contained in this Ordinance and in any other ordinance
authorizing the issuance of such Bonds.
Section 7.2. Power to Own and Operate System; Ratemaking Power. The City
covenants that it has all necessary power and authority to own and operate the System as herein
described and provided and that it possesses, and shall exercise, all necessary power and
authority to establish, fix, increase, impose and collect rates and charges for the use and services
of the System in the amounts required to comply with the covenants and provisions contained
herein.
Section 7.3. Maintenance of System. So long as any Bonds remain Outstanding, the
City covenants that it will at all times maintain the System, or within the limits of its authority
cause the same to be maintained, in good condition and working order and will operate the same,
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or cause the same to be operated, in an efficient and economical manner at a reasonable cost and
in accordance with sound business principles. In operating and maintaining the System, the City
will comply with all contractual provisions and agreements entered into by it and with all valid
rules, regulations, directions or orders of any governmental, administrative or judicial body
promulgating same, noncompliance with which would materially and adversely affect the
operation of the System.
Section 7.4. Sale or Encumbrance of System. So long as any Bonds remain
Outstanding, the City covenants that it will not sell, dispose of or, except as permitted in Article
VI, further encumber the System; provided, however, that this provision shall not prevent the
City from disposing of any portion of the System which is being replaced or is deemed by the
City to be obsolete, worn out, surplus or no longer needed for the proper operation of the System.
Net proceeds from any such disposition may be deposited in the Revenue Fund and,
notwithstanding any other provision contained herein, shall be used only for System purposes.
Any agreement pursuant to which the City contracts with a person, corporation, municipal
corporation or political subdivision to operate the System or to lease and/or operate all or part of
the System shall not be considered as an encumbrance of the System.
Section 7.5. Insurance. The City covenants that it will keep the System insured with
insurers of good standing, against risks, accidents or casualties against which and to the extent
customarily insured against by political subdivisions of the State of Texas operating similar
properties, to the extent that such insurance is available. All net proceeds of such insurance shall
be applied to repair or replace any insured property that is damaged or destroyed, or shall be
deposited in the Revenue Fund, or shall be used to redeem Outstanding Bonds. The cost of all
such insurance, together with any additional insurance, shall be a part of the Maintenance and
Operation Expenses.
Section 7.6. Accounts, Records and Audits. So long as any Bonds remain Outstanding,
the City covenants that it will maintain a proper and complete system of records and accounts
pertaining to the operation of the System in which full, true and proper entries will be made of all
dealings, transactions, business and affairs which in any way affect or pertain to the System or
the Gross Revenues or the Net Revenues thereof. The City shall, after the close of each Fiscal
Year, prepare financial statements of the System, and have those financial statements audited by
an independent certified public accountant or independent firm of certified public accountants.
After the audit, the City shall furnish a copy of these audited financial statements, together with
the independent certified public accountant's report thereon, without cost, to the Municipal
Advisory Council of Texas, the major municipal rating agencies, and any Owners of Bonds who
shall request the same. All expenses incurred in preparing such audits shall be Maintenance and
Operation Expenses.
Section 7.7. Competition. To the extent it legally may, the City covenants that it will
not grant any franchise or permit for the acquisition, construction or operation of any competing
facilities which might be used as a substitute for the System and will prohibit the operation of
z'
any such competing facilities to the extent that such competing facilities would impair the City's
ability to pay principal of or interest on the Bonds.
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Section 7.8. Pledge and Encumbrance of Net Revenues. The City covenants that it has
the lawful power to create a lien on and to pledge the Net Revenues to secure the payment of the
Bonds, and has lawfully exercised such power under the Constitution and laws of the State of
Texas. The City further covenants that, other than to the payment of the Bonds, the Net
Revenues are not and will not be made subject to any other lien, pledge or encumbrance to
secure the payment of any debt or obligation of the City, unless such lien, pledge or
encumbrance is junior and subordinate to the lien and pledge securing payment of the Bonds.
Section 7.9. Covenants with Respect to Certain Assumed Water District Bonds. So
long as any Bonds remain Outstanding, the City covenants as follows:
(a) To the extent it legally may, the City will impose, and strictly enforce, the
requirement upon all water districts located within the City's extraterritorial jurisdiction
that any bonds issued by such water districts which are secured in whole or in part by
pledges of or liens on water or sewer system revenues shall provide that all such pledges
of and liens on water or sewer system revenues shall automatically terminate upon the
annexation and dissolution of the district by the City;
(b) The City shall use its best efforts to redeem, refund or defease all annexed
water district bonds assumed by the City which by their own terms are secured in whole
or in part by pledges of or liens on water or sewer system revenues which do not
terminate upon annexation and dissolution by the City of such water district, or otherwise
to provide for the discharge of such pledges or liens on water or sewer system revenues;
and
(c) Pursuant to Section 43.075, Texas Local Government Code (successor to
Article 1182c-1, Vernon's Texas Civil Statutes, as amended), the City shall, unless it has
theretofore made adequate provision for the payment thereof, annually levy and cause to
be collected taxes upon all taxable property of the City sufficient to pay principal of and
interest, as they respectively become due and payable, on all assumed bonds, warrants
and other obligations that were issued by water districts that have been annexed to, and
dissolved by, the City, and which are by their own terms secured in whole or in part by a
lien on or pledge of water or sewer system revenues which did not terminate upon the
annexation and dissolution by the City of such water district.
Section 7.10. Registered Owners' Rights and Remedies. This Ordinance shall constitute
a contract between the City and the Owners of the Series 2010B Bonds from time to time
Outstanding and this Ordinance shall be and remain irrepealable until the Series 2010B Bonds
and the interest thereon shall be fully paid or discharged or provision therefor shall have been
made as provided herein. In the event of a default in the payment of the principal of or interest
on any of the Series 2010B Bonds or a default in the performance of any duty or covenant
provided by law or in this Ordinance, the Owner or Owners of any of the Series 2010B Bonds
may pursue all legal remedies afforded by the Constitution and laws of the State of Texas to
compel the City to remedy such default and to prevent further default or defaults. Without in any
way limiting the generality of the foregoing, it is expressly provided that any Owner of any of
the Series 2010B Bonds may at law or in equity, by suit, action, mandamus, or other
proceedings, enforce and compel performance of all duties required to be performed by the City
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under this Ordinance, including the making and collection of reasonable and sufficient rates and
charges for the use and services of the System, the deposit of the revenues thereof into the
Special Funds herein provided, and the application of such revenues in the manner required in
this Ordinance.
Section 7.11. Defeasance The City may defease the provisions of this Ordinance and
discharge its obligations to the Registered Owners of any or all of the Series 2010B Bonds to pay
the principal of and interest thereon in any manner now or hereafter permitted by law, including
by depositing with the Paying Agent/Registrar or with the State Treasurer of the State of Texas
either:
(a) cash in an amount equal to the principal amount of such Series 2010B
Bonds plus interest thereon to the date of maturity or redemption; or
(b) pursuant to an escrow or trust agreement, cash and/or (i) direct noncallable
obligations of United States of America, including obligations that are unconditionally
guaranteed by the United States of America; (ii) noncallable obligations of an agency or
instrumentality of the United States, including obligations that are unconditionally
guaranteed or insured by the agency or instrumentality and that, on the date the governing
body of the issuer adopts or approves the proceedings authorizing the issuance of
refunding bonds, are rated as to investment quality by a nationally recognized investment
rating firm not less than AAA or its equivalent; or (iii) noncallable obligations of a state
or an agency or a county, municipality, or other political subdivision of a state that have
been refunded and that, on the date the governing body of the issuer adopts or approves
the proceedings authorizing the issuance of refunding bonds, are rated as to investment
quality by a nationally recognized investment rating firm not less than AAA or its
equivalent, which, in the case of (i), (ii) or (iii), may be in book -entry form, and the
principal of and interest on which will, when due or redeemable at the option of the
holder, without further investment or reinvestment of either the principal amount thereof
or the interest earnings thereon, provide money in an amount which, together with other
moneys, if any, held in such escrow at the same time and available for such purpose, shall
be sufficient to provide for the timely payment of the principal of and interest thereon to
the date of maturity or earlier redemption;
provided, however, that if any of the Series 2010B Bonds are to be redeemed prior to their
respective dates of maturity, provision shall have been made for giving notice of redemption as
provided in this Ordinance. Upon such deposit, such Series 2010B Bonds shall no longer be
regarded to be Outstanding or unpaid. Any surplus amounts not required to accomplish such
defeasance shall be returned to the City.
Section 7.12. Legal Holidays In any case where the date of maturity of interest on or
principal of the Series 2010B Bonds or the date fixed for redemption of any Series 2010B Bonds
shall be in the City a legal holiday or a day on which the Paying Agent/Registrar for the Series
2010B Bonds is authorized by law to close, then payment of interest or principal need not be
made on such date but may be made on the next succeeding day not in the City a legal holiday or
a day on which such Paying Agent Registrar is authorized by law to close with the same force
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and effect as if made on the date of maturity or the date fixed for redemption and no interest shall
accrue for the period from the date of maturity or redemption to the date of actual payment.
Section 7.13. Unavailability of Authorized Publication. If, because of the temporary or
permanent suspension of any newspaper, journal or other publication, or, for any reason,
publication of notice cannot be made meeting any requirements herein established, any notice
required to be published by the provisions of this Ordinance shall be given in such other manner
and at such time or times as in the judgment of the City or of the Paying Agent/Registrar (or
paying agent) for the Series 2010B Bonds shall most effectively approximate such required
publication and the giving of such notice in such manner shall for all purposes of this Ordinance
be deemed to be in compliance with the requirements for publication thereof.
Section 7.14. No Recourse Against City Officials. No recourse shall be had for the
payment of principal of or interest on any Series 2010B Bonds or for any claim based thereon or
on this Ordinance against any official of the City or any person executing any Series 2010B
Bonds.
Section 7.15. Amendment to Ordinance. The City may, with the consent of Owners
holding a majority in aggregate principal amount of the Bonds then Outstanding affected
thereby, amend, add to, or rescind any of the provisions of this Ordinance; provided that, without
the consent of all Owners of Outstanding Bonds, no such amendment, addition, or rescission
shall (1) extend the time or times of payment of the principal of, premium, if any, and interest on
the Bonds, reduce the principal amount thereof, the redemption price therefor, or the rate of
interest thereon, or in any other way modify the terms of payment of the principal of, premium, if
any, or interest on the Bonds, (2) give any preference to any Bond over any other Bond, or (3)
reduce the aggregate principal amount of Bonds required to be held by Owners for consent to
any such amendment, addition, or rescission.
ARTICLE VIII
CONCERNING THE PAYING AGENUREGISTRAR
Section 8.1. Acceptance. Wells Fargo Bank, N.A., Houston, Texas, is hereby
appointed as the initial Paying Agent/Registrar for the Series 2010B Bonds. Such initial Paying
Agent/Registrar and any successor Paying Agent/Registrar, by undertaking the performance of
the duties of the Paying Agent/Registrar hereunder, and in consideration of the payment of fees
and/or deposits of money pursuant to this Ordinance, shall be deemed to accept and agree to
abide by the terms of this Ordinance. The registration of and payment of the principal of,
premium, if any, and interest on the Series 20 1 OB Bonds when due shall be effectuated pursuant
to the terms of a Paying Agent/Registrar Agreement to be entered into by and between the City
and the Paying Agent/Registrar, which shall be substantially in the form attached hereto as
Exhibit B, the terms and provisions of which are hereby approved, and the Mayor and/or the
Mayor Pro Tem are hereby authorized to execute and deliver such Paying Agent/Registrar
Agreement on behalf of the City in multiple counterparts and the City Secretary is hereby
authorized to attest and affix the City's seal thereto.
Section 8.2. Fiduciary Account. All money transferred to the Paying Agent/Registrar
under this Ordinance (except sums representing Paying Agent/Registrar's fees) shall be held in a
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fiduciary account for the benefit of the City, shall be the property of the City, and shall be
disbursed in accordance with this Ordinance.
Section 8.3. Bonds Presented. Subject to the provisions of Section 8.4, all matured
Series 2010B Bonds properly and timely presented to the Paying Agent/Registrar for payment
shall be paid without the necessity of further instructions from the City. Such Series 2010E
Bonds shall be canceled as provided herein.
Section 8.4. Series 2010B Bonds Not Timely Presented. The Paying Agent/Registrar
shall remit to the City, upon receipt of the certificate provided for herein, a sum equal to the
aggregate face amount of all Series 2010B Bonds which have not been presented for payment
prior to the date specified in such certificate. Such certificate shall:
(a) Specify the Series 2010B Bonds or portions thereof to which it applies and
the amount of each;
(b) Specify the date on which the City believes itself to be no longer obligated
to pay such Series 2010B Bonds or portions thereof by virtue of the expiration of the
applicable statute of limitations under the laws of the State of Texas; and
(c) Be signed by the Mayor and attested by the City Secretary.
Funds held by the Paying Agent/Registrar that represent principal of and interest on the
Series 2010B Bonds remaining unclaimed by any Registered Owner after the expiration of three
years from the date such funds have become due and payable (a) shall be reported and disposed
of by the Paying Agent/Registrar in accordance with the provisions of Title 6 of the Texas
Property Code, as amended, to the extent such provisions are applicable to such funds, or (b) to
the extent such provisions do not apply to the funds, such funds shall be paid by the Paying
Agent/Registrar to the City upon receipt by the Paying Agent/Registrar of a written request
therefor from the City.
The Paying Agent/Registrar shall have no liability to the Owners of the Series 2010B
Bonds by virtue of actions taken in compliance with this Section.
Section 8.5. Paying Agent/Registrar May Own Series 2010B Bonds. The Paying
Agent/Registrar in its individual or any other capacity, may become the Owner or pledgee of
Series 2010B Bonds with the same rights it would have if it were not the Paying Agent/Registrar.
Section 8.6. Successor Paying Agents/Registrars. The City covenants that at all times
while any Series 2010B Bonds are Outstanding it will provide a legally qualified bank, trust
company, financial institution, or other agency to act as Paying Agent/Registrar for the Series
2010B Bonds. If the Paying Agent/Registrar or its successor for any reason no longer acts as
Paying Agent/Registrar hereunder, the City covenants that it will appoint a bank in the same city
as the Paying Agent/Registrar initially appointed to perform the duties of Paying Agent/Registrar
hereunder. Any successor Paying Agent/Registrar shall be either a national or state banking
institution, and a corporation organized and doing business under the laws of the United States of
America or any state, which is authorized under such laws to exercise trust powers and is subject
to supervision or examination by federal or state authority.
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The City reserves the right to change the Paying Agent/Registrar for the Series 2010B
Bonds on not less than sixty (60) days written notice to the Paying Agent/Registrar, as long as
any such notice is effective not less than sixty (60) days prior to the next succeeding principal or
interest payment date on the Series 2010B Bonds. Promptly upon the appointment of any
successor Paying Agent/Registrar, the previous Paying Agent/Registrar shall deliver the Register
or a copy thereof to the new Paying Agent/Registrar and the new Paying Agent/Registrar shall
notify each Registered Owner, by first -class mail, postage prepaid, of such change and of the
address of the new Paying Agent/Registrar. Each Paying Agent/Registrar hereunder, by acting
in that capacity, shall be deemed to have agreed to the provisions of this Ordinance.
ARTICLE IX
PROVISIONS CONCERNING SALE AND APPLICATION
OF PROCEEDS OF SERIES 2010B Bonds
Section 9.1. Sale of Series 2010B Bonds; Insurance The sale of the Series 2010B
Bonds to the Purchaser at a price of $9,046,272.65 (representing the principal amount of the
Series 2010B Bonds, plus an original issue premium on the Series 2010B Bonds of $132,335.15
and less an underwriting discount of $56,062.50), plus accrued interest to the date of delivery of
the Series 2010B Bonds, in accordance with the terms of the Bond Purchase Agreement
presented to and hereby approved by the City Council, in substantially the form attached hereto
as Exhibit C which price and terms are hereby found and determined to be the most
advantageous reasonably obtainable by the City. The Mayor, Mayor Pro -Tem and all other
officials, agents and representatives of the City are hereby authorized to do any and all things
necessary or desirable to provide for the issuance and delivery of the Bonds.
The City hereby acknowledges that the sale of the Series 2010B Bonds is contingent
upon the issuance of a policy of municipal bond insurance from the Bond Insurer insuring the
timely payment of principal of and interest on the Series 2010E Bonds. The terms and
conditions of such policy, as set out in Exhibit F hereto, are incorporated herein for all purposes
for so long as such policy remains in effect. The appropriate officials and representatives of the
City are hereby authorized and directed to execute such documents and certificates, including
any credit agreements related thereto, and to do any and all things necessary or desirable to
obtain such policy, and the printing on the Series 2010B Bonds of an appropriate legend or
statement regarding such insurance, as provided by the Bond Insurer, is hereby approved.
Section 9.2. Approval, Registration and Delivery The Mayor and the City Secretary
are hereby authorized to have control and custody of the Series 2010B Bonds and all necessary
records and proceedings pertaining thereto pending their delivery, and the Mayor of the City, the
City Secretary of the City, the City Manager of the City and other officers and employees of the
City are hereby authorized, directed and instructed to make such certifications and to execute
such instruments (including by printed facsimile signature, the Series 2010B Bonds) as may be
necessary to accomplish the delivery of the Series 2010B Bonds and to assure the investigation,
examination, and approval thereof by the Attorney General of Texas and the registration of the
initial Series 2010E Bonds by the Comptroller of Public Accounts of the State of Texas. Upon
registration of the Series 2010B Bonds, the Comptroller of Public Accounts of the State of Texas
(or a deputy designated in writing to act for him) shall be requested to sign manually the
registration certificate prescribed herein to be attached or affixed to each Series 2010B Bond
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initially delivered and the seal of the Comptroller of Public Accounts of the State of Texas shall
be impressed or printed or lithographed thereon. Delivery of the Series 2010B Bonds is subject
to the unqualified approving opinion as to the legality of the Series 2010B Bonds of the Attorney
General of Texas and of Andrews Kurth LLP, Houston, Texas, Bond Counsel.
Section 9.3. Offering Documents Ratings. The City hereby approves the form and
contents of the Preliminary Official Statement and the final Official Statement, dated as of the
date hereof, relating to the Series 2010E Bonds, and any addenda, supplement or amendment
thereto, and ratifies and approves the distribution of such Preliminary Official Statement and
Official Statement in the offer and sale of the Series 2010B Bonds and in the reoffering of the
Series 2010B Bonds by the Purchaser, with such changes therein or additions thereto as the
officials executing same may deem advisable, such determination to be conclusively evidenced
by their execution thereof. The Mayor is hereby authorized and directed to execute, and the City
Secretary is hereby authorized and directed to attest, the final Official Statement. It is further
hereby officially found, determined and declared that the statements and representations
contained in the Preliminary Official Statement and final Official Statement are true and correct
in all material respects, to the best knowledge and belief of the City Council, and that, as of the
date thereof, the Preliminary Official Statement was an official statement of the City with respect
to the Series 2010B Bonds that was deemed "final" by an authorized official of the City except
for the omission of no more than the information permitted by subsection (b)(1) of Rule 15c2-12
of the Securities and Exchange Commission. Copies of the Preliminary Official Statement and
the Official Statement are attached hereto as Exhibits F and Exhibit G, respectively.
Further, the City Council hereby ratifies, authorizes and approves the actions of the
Mayor, the City's financial advisor and other consultants in seeking a rating on the Series 2010B
Bonds from Moody's Investors Service, Inc. and Standard Poor's Ratings Services and such
actions are hereby ratified and confirmed.
Section 9.4. Application of Proceeds of Series 2010B Bonds. (a) Proceeds from the
sale of the Series 2010B Bonds shall, promptly upon receipt by the City, be applied as follows:
(a) A portion of the proceeds shall be applied to pay expenses arising in
connection with the issuance of the Bonds and the refunding of the Refunded Bonds;
I (b) The remaining proceeds shall be applied to (i) establish the Escrow Fund
to refund the Refunded Bonds, as more fully provided below, and (ii) to the extent not
otherwise paid, to pay all expenses arising in connection with the issuance of the Bonds,
the establishment of the Escrow Fund and the refunding of the Refunded Bonds; and
(c) Any proceeds from the sale of the Bonds remaining after making all the
foregoing deposits and payments shall be deposited into the Debt Service Fund and used
to pay debt service on the Bonds.
(d) From the existing debt service funds for the Refunded Bonds there shall be
transferred to the Escrow Fund the amount of $95,000 and to the Interest and Sinking
Fund $0.00.
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Section 9.5. Tax Exemption. The City intends that the interest on the Bonds shall be
excludable from gross income of the owners thereof for federal income tax purposes pursuant to
Sections 103 and 141 through 150 of the Internal Revenue Code of 1986, as amended, (the
"Code") and all applicable temporary, proposed and final regulations (the "Regulations") and
procedures promulgated thereunder and applicable to the Bonds. For this purpose, the City
covenants that it will monitor and control the receipt, investment, expenditure and use of all
gross proceeds of the Bonds (including all property, the acquisition, construction or improvement
of which is to be financed directly or indirectly with the proceeds of the Bonds) and take or omit
to take such other and further actions as may be required by Sections 103 and 141 through 150 of
the Code and the Regulations to cause the interest on the Bonds to be and remain excludable
from the gross income, as defined in Section 61 of the Code, of the owners of the Bonds for
federal income tax purposes. Without limiting the generality of the foregoing, the City shall
comply with each of the following covenants:
(a) The City shall not use, permit the use of or omit to use Gross Proceeds or
any other amounts (or any property the acquisition, construction or improvement of
which is to be financed directly or indirectly with Gross Proceeds) in a manner which, if
made or omitted, respectively, would cause the interest on any Bond to become
includable in the gross income, as defined in Section 61 of the Code, of the owner thereof
for federal income tax purposes. Without limiting the generality of the foregoing, unless
and until the City shall have received a written opinion of counsel nationally recognized
in the field of municipal bond law to the effect that failure to comply with such covenant
will not adversely affect the exemption from federal income tax of the interest on any
Bond, the City shall comply with each of the specific covenants in this Section.
(b) Except as permitted by Section 141 of the Code and the regulations and
rulings thereunder, the City shall, at all times prior to the last stated maturity of the
Bonds,
(i) exclusively own, operate, and possess all property the acquisition,
construction, or improvement of which is to be financed directly or indirectly with
Gross Proceeds of such series of the Bonds (including property financed with
Gross Proceeds of the Refunded Obligations or notes or bonds refunded by the
Refunded Obligations and not use or permit the use of such Gross Proceeds or any
property acquired, constructed, or improved with such Gross Proceeds in any
activity carried on by any person or entity other than a state or local government,
unless such use is solely as a member of the general public, or
(ii) not directly or indirectly impose or accept any charge or other
payment for use of Gross Proceeds of such series of the Bonds or any property the
acquisition, construction or improvement of which is to be financed directly or
indirectly with such Gross Proceeds (including property financed with Gross
Proceeds of the Refunded Obligations or notes or bonds refunded by the
Refunded Obligations other than taxes of general application and interest earned
on investments acquired with such Gross Proceeds pending application for their
intended purposes.
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(c) Except to the extent permitted by Section 141 of the Code and the
regulations and rulings thereunder, the City shall not use Gross Proceeds of the Bonds to
make or finance loans to any person or entity other than a state or local government. For
purposes of the foregoing covenant, Gross Proceeds are considered to be "loaned" to a
person or entity if (1) property acquired, constructed or improved with Gross Proceeds
(including property financed with Gross Proceeds of the Refunded Obligations or notes
or bonds refunded by the Refunded Obligations is sold or leased to such person or entity
in a transaction which creates a debt for federal income tax purposes, (2) capacity in or
service from such property is committed to such person or entity under a take-or-pay,
output, or similar contract or arrangement, or (3) indirect benefits, or burdens and
benefits of ownership, of such Gross Proceeds or such property are otherwise transferred
in a transaction which is the economic equivalent of a loan.
(d) Except to the extent permitted by Section 148 of the Code and the
regulations and rulings thereunder, the City shall not, at any time prior to the earlier of
the final stated maturity or final payment of the Refunded Obligations, directly or
indirectly invest Gross Proceeds of such Bonds in any Investment (or use such Gross
Proceeds to replace money so invested), if as a result of such investment the Yield of all
Investments allocated to such Gross Proceeds whether then held or previously disposed
of, exceeds the Yield on the Refunded Obligations.
(e) Based on all of the facts and estimates now known or reasonably expected
to be in existence on the date the Bonds are delivered, the City reasonably expects that
the proceeds of the Bonds and the Refunded Obligations (to the extent any of such
proceeds remain unexpended) will not be used in a manner that would cause the Bonds or
the Refunded Obligations or any portion thereof to be "arbitrage bonds" within the
meaning of Section 148 of the Code
(f) At all times while the Bonds are outstanding, the City will identify and
properly account for all amounts constituting gross proceeds of the Bonds in accordance
with the Regulations. The City will monitor the yield on the investments of the proceeds
of the Bonds and, to the extent required by the Code and the Regulations, will restrict the
yield on such investments to a yield which is not materially higher than the yield on the
Bonds. To the extent necessary to prevent the Bonds from constituting "arbitrage bonds,"
the City will make such payments as are necessary to cause the yield on all yield
restricted nonpurpose investments allocable to the Bonds to be less than the yield that is
materially higher than the yield on the Bonds;
(g) The City will not take any action or knowingly omit to take any action, if
taken or omitted, would cause the Bonds to be treated as "federally guaranteed"
obligations for purposes of Section 149(b) of the Code;
(h) The City represents that not more than fifty percent (50%) of the procee ds
of any new money portion of the Bonds or any new money issue refunded by, the
Refunded Obligations was invested in nonpurpose investments (as defined in Section
148(f)(b)(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
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HOU:3002985.5
expected at the time each issue of the Refunded Obligations was issued that at least
eighty -five percent (85 of the spendable proceeds of the Bonds or the Refunded
Obligations would be used to carry out the governmental purpose of such Bonds within
the corresponding three -year period beginning on the respective dates of the Bonds or the
Refunded Obligations.
(i) 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,
if any, be rebated to the federal government. Specifically, the City will (i) maintain
records regarding the receipt, investment and expenditure of the gross proceeds of the
Bonds as may be required to calculate such excess arbitrage profits separately from
records of amounts on deposit in the funds and accounts of the City allocable to other
obligations of the City or moneys which do not represent gross proceeds of any
obligations of the City and retain such records for at least six years after the day on which
the last outstanding Bond is discharged, (ii) account for all gross proceeds under a
reasonable, consistently applied method of accounting, not employed as an artifice or
device to avoid, in whole or in part, the requirements of Section 148 of the Code,
including any specified method of accounting required by applicable Regulations to be
used for all or a portion of the gross proceeds, (iii) calculate, at such times as are required
by applicable Regulations, the amount of excess arbitrage profits, if any, earned from the
investment of the gross proceeds of the Bonds and (iv) timely pay, as required by
applicable Regulations, all amounts required to be rebated to the federal government. In
addition, the City will exercise reasonable diligence to assure that no errors are made in
the calculations required by the preceding sentence and, if such an error is made, to
discover and promptly correct such error within a reasonable amount of time thereafter,
including payment to the federal government of any delinquent amounts owed to it,
including interest thereon and penalty.
0) The City will not indirectly pay any amount otherwise payable to the
federal government pursuant to the foregoing requirements to any person other 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 smaller profit or a larger
loss than would have resulted if such arrangement had been at arm's length and had the
yield on the issue not been relevant to either party.
(k) The City will timely file or cause to be filed with the Secretary of the
Treasury of the United States the information required by Section 149(e) of the Code
with respect to the Bonds on such form and in such place as the Secretary may prescribe.
(1) The City will not issue or use the Bonds as part of an "abusive arbitrage
device" (as defined in Section 1.148 10(a) of the Regulations). Without Limiting the
foregoing, the Bonds are not and will not be a part of a transaction or series of
transactions that attempts to circumvent the provisions of Section 148 of the Code and the
Regulations, by (i) enabling the City to exploit the difference between tax exempt and
taxable interest rates to gain a material financial advantage, or (ii) increasing the burden
on the market for tax exempt obligations.
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(m) Proper officers of the City charged with the responsibility for issuing the
Bonds are hereby directed to make, execute and deliver certifications as to facts,
estimates or circumstances in existence as of the Issue Date and stating whether there are
facts, estimates or circumstances that would materially change the City's expectations.
On or after the Issue Date, the City will take such actions as are necessary and
appropriate to assure the continuous accuracy of the representations contained in such
certificates.
(n) The covenants and representations made or required by this Section are for
the benefit of the Bond holders and any subsequent Bond holder, and may be relied upon
by the Bond holder and any subsequent Bond holder and bond counsel to the City.
In complying with the foregoing covenants, the City may rely upon an unqualified
opinion issued to the City by nationally recognized bond counsel that any action by the City or
reliance upon any interpretation of the Code or Regulations contained in such opinion will not
cause interest on the Bonds to be includable in gross income for federal income tax purposes
under existing law.
Notwithstanding any other provision of this Ordinance, the City's representations and
obligations under the covenants and provisions of this Section 9.5 shall survive the defeasance
and discharge of the Bonds for as long as such matters are relevant to the exclusion of interest on
the Bonds from the gross income of the owners for federal income tax purposes.
Section 9.6. Escrow Agreement The discharge and defeasance of the Refunded Bonds
shall be effectuated pursuant to the terms and provisions of the Escrow Agreement to be entered
into by and between the City and the Escrow .Agent, which shall be substantially in the form
attached hereto as Exhibit D 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 its financial advisor, which shall be certified as to mathematical
accuracy by Grant Thornton LLP, whose Report shall be attached to the Escrow Agreement, (b)
to comply with all applicable laws and regulations relating to the refunding of the Refunded
Bonds (c) to minimize the City's cost of refunding and (d) to carry out the other intents and
purposes of this Ordinance, and the Mayor is hereby authorized to execute and deliver such
Escrow Agreement on behalf of the City in multiple counterparts and the City Secretary is
hereby authorized to attest thereto and affix the City's seal.
Section 9.7. Redemption Prior to Maturity of Refunded Bonds To maximize the
City's present value savings, to restructure the annual debt service requirements of the City in
order to create more level annual debt service requirements and to minimize the City's costs of
refunding, the City hereby authorizes and directs that the Refunded Obligations be called for
redemption prior to maturity (or, if applicable, escrowed to their respective maturities) in the
amounts, at the dates and at the redemption prices set forth in Exhibit I attached hereto, and the
Mayor is hereby authorized and directed to take all necessary and appropriate action to give or
cause to be given a notice of redemption and/or a notice of defeasance to the holders or paying
agent/ registrars, as appropriate, of such bonds, and, if required, to publish such notices, all in the
manner required by the documents authorizing the issuance of such Refunded Bonds.
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HQU.3002985.5
Section 9.8. Purchase of Escrowed Securities. To assure the purchase of the Escrowed
Securities referred to in the Escrow Agreement, the Mayor or other authorized officer of the City
is hereby authorized to subscribe for, agree to purchase and purchase such obligations of the
United States of America, in such amounts and maturities and bearing interest at such rates as
may be provided for in the Report to be attached to the Escrow Agreement, and to execute any
and all subscriptions, purchase agreements, commitments, letters of authorization and other
documents necessary to effectuate the foregoing, and any actions heretofore taken by such
officials for such purpose are hereby ratified and approved.
ARTICLE X
CONTINUING DISCLOSURE UNDERTAKING
Section 10.1. Annual Reports. The City shall provide annually to the Municipal
Securities Rulemaking Board (the "MSRB"), within six months after the end of each fiscal year
ending in or after 2010, financial information and operating data with respect to the City of the
general type described in Exhibit Q hereto. Any financial statements so to be provided shall be
(1) prepared in accordance with the accounting principles described in Exhibit Q hereto and (2)
audited, if the City commissions an audit of such statements and the audit is completed within
the period during which they must be provided. If audited financial statements are not so
provided, then the City shall provide unaudited financial statements for the applicable fiscal year
by the required time, and audited financial statements when and if audited financial statements
become available.
If the City changes its fiscal year, it will notify the MSRB of the change (and of the date
of the new fiscal year end) prior to the next date by which the City otherwise would be required
to provide financial information and operating data pursuant to this Section.
The financial information and operating data to be provided pursuant to this Section may
be set forth in full in one or more documents or may be included by specific reference to
documents (i) available to the public on the MSRB's internet web site or (ii) filed with the SEC.
Section 10.2. Material Event Notices. The City shall notify the MSRB in a timely
manner, of any of the following events with respect to the Series 2010B Bonds, if such event is
material within the meaning of the federal securities laws:
A. Principal and interest payment delinquencies;
B. Non-payment related defaults;
C. Unscheduled draws on debt service reserves reflecting financial difficulties;
D. Unscheduled draws on credit enhancements reflecting financial difficulties;
E. Substitution of credit or liquidity providers, or their failure to perform;
F. Adverse tax opinions or events affecting the tax-exempt status of the Series
2010E Bonds;
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HOU:3002985.5
G. Modifications to rights of holders of the Series 2010B Bonds;
H. Series 2010E Bond calls;
1. Defeasances;
J. Release, substitution, or sale of property securing repayment of the Series 2010B
Bonds; and
K. Rating changes.
The District shall also notify the MSRB in an electronic format prescribed by the MSRB,
in a timely manner, of any failure by the District to provide financial information or operating
data in accordance with this Section by the time required by this Section.
Section 10.3. Limitations Disclaimers and Amendments The City shall be obligated
to observe and perform the covenants specified in this Article for so long as, but only for so long
as, the City remains an "obligated person" with respect to the Series 2010B Bonds within the
meaning of the Rule, except that the City in any event will give the notice required by Section
10.2 of any Series 2010B Bond calls and defeasance that cause the City to be no longer such an
"obligated person."
The provisions of this Article are for the sole benefit of the Owners and beneficial owners
of the Series 2010B Bonds, and nothing in this Article, express or implied, shall give any benefit
or any legal or equitable right, remedy, or claim hereunder to any other person. The City
undertakes to provide only the financial information, operating data, financial statements, and
notices which it has expressly agreed to provide pursuant to this Article and does not hereby
undertake to provide any other information that may be relevant or material to a complete
presentation of the City's financial results, condition, or prospects or hereby undertake to update
any information provided in accordance with this Article or otherwise, except as expressly
provided herein. The City does not make any representation or warranty concerning such
information or its usefulness to a decision to invest in or sell Series 2010B Bonds at any future
date.
UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE OWNER
OR BENEFICIAL OWNER OF ANY SERIES 2010B BOND OR ANY OTHER PERSON, IN
CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM
ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS
PART, OF ANY COVENANT SPECIFIED IN THIS ARTICLE, BUT EVERY RIGHT AND
REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT
OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR
SPECIFIC PERFORMANCE.
No default by the City in observing or performing its obligations under this Article shall
constitute a breach of or default under this Ordinance for purposes of any other provision of this
Ordinance.
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Nothing in this Article is intended or shall act to disclaim, waive or otherwise limit the
duties of the City under federal and state securities laws.
The provisions of this Article may be amended by the City from time to time to adapt to
changed circumstances that arise from a change in legal requirements, a change in law, or a
change in the identity, nature, status or type of operations of the City, but only if (1) the
provisions of this Article, as so amended, would have permitted an underwriter to purchase or
sell Series 2010E Bonds in the primary offering of the Series 2010B Bonds in compliance with
the Rule, taking into account any amendments or interpretations of the Rule to the date of such
amendment, as well as such changed circumstances, and (2) either (a) the Owners of a majority
in aggregate principal amount (or any greater amount required by any other provision of this
Ordinance that authorizes such an amendment) of the Outstanding Series 2010B Bonds consent
to such amendment or (b) a person or entity that is unaffiliated with the City (such as nationally
recognized bond counsel) determines that such amendment will not materially impair the
interests of the Owners and beneficial owners of the Series 2010B Bonds. If the City so amends
the provisions of this Article, it shall include with any amended financial information or
operating data next provided in accordance with Section 10.1 an explanation, in narrative form,
of the reasons for the amendment and of the impact of any change in the type of financial
information or operating data so provided. The City may also amend or repeal the provisions of
this Article if the SEC amends or repeals the applicable provisions of the Rule or a court of final
jurisdiction enters judgment that such provisions of the Rule are invalid, and the City also may
amend the provisions of this Article in its discretion in any other manner or circumstance, but in
either case only if and to the extent that the provisions of this sentence would not prevent an
underwriter from lawfully purchasing or selling Series 2010B Bonds in the primary offering of
the Series 2010B Bonds.
Section 10.4. Definitions. As used in this Article, the following terms have the
meanings ascribed to such terms below:
"MSRB means the Municipal Securities Rulemaking Board.
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
ARTICLE XI
MISCELLANEOUS
Section 11.1. Related Matters. In order that the City shall satisfy, in a timely manner,
all of its obligations under the Ordinance, the Mayor, the City Secretary and 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 issuance and delivery of the Series 2010B Bonds, 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 the Ordinance and to direct the
transfer and application of funds of the City consistent with the provisions of such Ordinance. If
requested by the Attorney General of Texas or his representatives, the Mayor may authorize such
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ministerial changes in the written text of this Ordinance as are necessary to obtain the Attorney
General's approval and as he determines are consistent with the intent and purposes of this
Ordinance, which determination shall be final.
Section 11.2. 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 11.3. 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 11.4. Governing Law. This Ordinance shall be construed in accordance with
and governed by the laws of the State of Texas.
Section 11.5. Repealer. All ordinances, or parts thereof inconsistent herewith, are
hereby repealed to the extent of such inconsistency.
Section 11.6. Emergency. It is hereby officially found and determined that this
Ordinance relates to an immediate public emergency affecting life, health, property and public
peace, and that such emergency exists, the specific emergency being that the proceeds from the
sale of the Series 2010E Bonds are required as soon as possible for necessary and urgently
needed improvements, and that this Ordinance be passed and approved on the date of its
introduction.
Section 11.7. Effective Date. This Ordinance shall be in force and effect from and after
its passage on the date shown below.
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HOU:3002985.5
PASSED AND APPROVED on first reading pursuant to Section 3.10 of the City Charter
this March 22, 201
Mayor, City of Pearland, Texas
ATTEST:
4P II
e apd, -xas
6 T
Secr ry, Cit e
To
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Exhibit A
Form of Bond
Exhibit B
Paying Agent/Registrar Agreement
Exhibit C
Bond Purchase Agreement
Exhibit D
Escrow Agreement
Exhibit E
Terms and Provisions of Insurance Policy
Exhibit F
Preliminary Official Statement
Exhibit G
Official Statement
Exhibit H
Description of Annual Financial Information
Exhibit I
Refunded Bonds
S-1
HOU:3002985.2
EXHIBIT A
FORM OF BOND
United States of America
State of Texas
NUMBER
I R-
REGISTERED
DENOMINATION
REGISTERED
CITY OF PEARLAND, TEXAS
WATER AND SEWER SYSTEM REVENUE BONDS
2 INTEREST RATE:
REGISTERED OWNER:
PRINCIPAL AMOUNT:
3 THE CITY OF PEARLAND, TEXAS (the "City a municipal corporation duly
incorporated under the laws of the State of Texas, for value received hereby promises to pay, but
solely from certain Net Revenues as hereinafter provided, to the Registered Owner identified
above or registered assigns, on the Maturity Date specified above, upon presentation and
surrender of this Series 2010B Bond at the designated payment office of Wells Fargo Bank, N.A.
in Houston, Texas (the "Paying Agent/Registrar the principal amount identified above, in any
coin or currency of the United States of America which on the date of payment of such principal
is legal tender for the payment of debts due the United States of America, and to pay, solely from
such Net Revenues, interest thereon at the rate described below, calculated on the basis of a 360
day year, composed of twelve 30 -day months, from the later of the Dated Date identified above
Initial Bond shall be numbered T -1.
2 Omitted from Initial Bond.
3 The first sentence of the Initial Bond shall read as follows:
"THE CITY OF PEARLAND, TEXAS (the "City a municipal corporation duly incorporated under the
laws of the State of Texas, for value received hereby promises to pay, but solely from certain Net Revenues as
hereinafter provided, to the Registered Owner identified above or registered assigns, on the Maturity Date
specified below, upon presentation and surrender of this Series 2010B Bond at the designated payment office
of Wells Fargo Bank, N.A. in Houston, Texas (the "Paying Agent/Registrar the principal amount set forth in
the following schedule: [Insert information regarding years of maturity, principal amounts and interest rates
from Section 3.3 of the Ordinance], in any coin or currency of the United States of America which on the date
of payment of such principal is legal tender for the payment of debts due the United States of America, and to
pay, solely from such Net Revenues, interest thereon at the rate described above, calculated on the basis of a
360 -day year, composed of twelve 30 -day months, from the later of the Dated Date identified above or the
most recent interest payment date to which interest has been paid or duly provided for."
A- I
SERIES 2010B
DATED DATE: 2 MATURITY DATE: 2 CUSIP:
April 1, 2010 September 1,
14OU:3002985.5
or the most recent interest payment date to which interest has been paid or duly provided for.
Interest on this Series 2010B Bond is payable by check sent by United States mail, first class,
postage prepaid, payable on September 1 and March 1, beginning on September 1, 2010, mailed
to the Registered Owner as shown on the books of registration kept by the Paying
Agent/Registrar as of the fifteenth calendar day of the month next preceding each interest
payment date. Any accrued interest payable at maturity or earlier redemption shall be paid upon
presentation and surrender of this Series 2010B Bond at the principal corporate trust office of the
Paying Agent/Registrar.
THIS SERIES 2010B Bond IS ONE OF A DULY AUTHORIZED SERIES OF BONDS
(the "Series 2010B Bonds aggregating $8,970,000, issued for the purpose of refunding the
Refunded Bonds and payment of costs of issuance of the Series 2010B Bonds, all under and
pursuant to Chapter 1207, Texas Government Code, as amended, and an ordinance adopted by
the City on March 22, 2010 (the "Ordinance and other applicable law. Capitalized terms used
herein without definition are defined in the Ordinance.
THIS SERIES 2010B Bond AND THE SERIES OF WHICH IT IS A PART are special
obligations of the City that are payable from and are equally and ratably secured by a first lien on
and pledge of the Net Revenues collected and received by the City from the operation and
ownership of the City's water and sewer system as defined and provided in the Ordinance, which
Net Revenues are required to be set aside and pledged to the payment of the Outstanding Bonds,
as described in the Ordinance, the Series 2010B Bonds, and all Additional Bonds issued on a
parity therewith, in the Interest and Sinking Fund and the Reserve Fund maintained for the
payment of all such Bonds, all as more fully described and provided for in the Ordinance.
THIS SERIES 2010B BOND AND THE SERIES OF WHICH IT IS A PART ARE
PAYABLE SOLELY FROM SUCH NET REVENUES AND NEITHER THE STATE, NOR
ANY POLITICAL SUBDIVISION OR AGENCY OF THE STATE, SHALL BE OBLIGATED
TO PAY THE SAME OR THE INTEREST THEREON AND NEITHER THE FAITH AND
CREDIT NOR THE TAXING POWER OF THE STATE, THE CITY, OR ANY OTHER
POLITICAL CORPORATION, SUBDIVISION OR AGENCY THEREOF IS PLEDGED TO
THE PAYMENT OF THE PRINCIPAL OF OR THE INTEREST ON THE SERIES 2010B
BONDS. THE OWNER HEREOF SHALL NEVER HAVE THE RIGHT TO DEMAND
PAYMENT OF THIS SERIES 2010B BOND OUT OF ANY FUNDS RAISED OR TO BE
RAISED BY AD VALOREM TAXATION.
REFERENCE IS HEREBY MADE TO THE ORDINANCE, a copy of which is on file in
the office of the Paying Agent/Registrar, and to all of the provisions of which the Registered
Owner of this bond by the acceptance hereof hereby assents, for definitions of terms; the
description of and the nature and extent of the security for the Series 2010B Bonds; the priority
for the application and use of the income and revenues of the System; the Net Revenues pledged
to the payment of the principal of and interest on the Series 2010B Bonds; the nature and extent
and manner of enforcement of the lien and pledge securing the payment of the Series 2010B
Bonds; the terms and conditions for the issuance of additional revenue obligations, including
Additional Bonds; the terms and conditions for amending the Ordinance; the terms and
conditions relating to the transfer or exchange of this bond; the rights, duties, and obligations of
the City and the Paying Agent/Registrar; the terms and provisions upon which the liens, pledges,
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HOU:3002985.5
charges and covenants made therein may be discharged at or prior to the maturity of this bond,
and deemed to be no longer Outstanding thereunder; and for the other terms and provisions
thereof. Capitalized terms used herein, unless otherwise defined, have the same meanings
assigned in the Ordinance.
THE CITY RESERVES THE RIGHT, at its option, to redeem the Series 2010B Bonds
maturing on September 1, 2020, and thereafter prior to their scheduled maturities, in whole or in
part, in integral multiples of $5,000 on September 1, 2019, or any date thereafter at par plus
accrued interest on the principal amounts called for redemption to the date fixed for redemption.
NOT LESS THAN THIRTY (30) DAYS prior to a redemption date, a notice of
redemption will be sent by U.S. mail, first class postage prepaid, in the name of the City to each
registered owner of a Series 2010B Bond to be redeemed in whole or in part at the address of the
registered owner appearing on the registration books of the Paying Agent/Registrar at the close
of business on the business day next preceding the date of mailing. When Series 2010B 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 interest which would otherwise accrue on the Series 2010B Bonds or portions
thereof called for redemption shall terminate on the date fixed for redemption.
`THIS SERIES 2010B Bond shall not be valid or obligatory for any purpose or be
entitled to any benefit under the Ordinance unless this Bond is authenticated by the Paying
Agent/Registrar by due execution of the authentication certificate endorsed hereon.
THIS SERIES 2010B BOND IS TRANSFERABLE only upon presentation and
surrender at the designated payment office of the Paying Agent/Registrar, duly endorsed for
transfer or accompanied by an assignment duly executed by the Registered Owner or his
authorized representative, subject to the terms and conditions of the Ordinance.
THIS SERIES 2010B BOND IS EXCHANGEABLE at the corporate trust office of the
Paying Agent/Registrar for bonds in the principal amount of $5,000 or any integral multiple
thereof, subject to the terms and conditions of the Ordinance.
THE PAYING AGENT/REGISTRAR IS NOT REQUIRED to accept for transfer or
exchange any Series 2010B Bond called for redemption in whole or in part during the 45 day
period immediately prior to the date fixed for redemption.
THE REGISTERED OWNER of this Series 2010B Bond, by acceptance hereof,
acknowledges and agrees to be bound by all the terms and conditions of the Ordinance.
4 In the Initial Bond, this paragraph shall read as follows:
"THIS SERIES 2010B Bond shall not be valid or obligatory for any purpose or be entitled to any benefit under
the Ordinance unless this Bond is registered by the Comptroller of Public Accounts of the State of Texas by
registration certificate attached or affixed hereto."
A -3
HOU:3002985.5
THE CITY has covenanted in the Ordinance that it will at all times provide a legally
qualified Paying Agent/Registrar for the Series 2010B Bonds and will cause notice of any
change of Paying Agent/Registrar to be mailed to each Registered Owner.
THE CITY HAS RESERVED THE RIGHT TO ISSUE ADDITIONAL PARITY
BONDS, subject to the restrictions contained in the Ordinance, which may be equally and ratably
payable from, and secured by a first lien on and pledge of, the Net Revenues in the same manner
and to the same extent as the Outstanding Bonds, which includes this Series 2010B Bond and the
series of which it is a part.
IT IS HEREBY DECLARED AND REPRESENTED that this Series 2010B 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
Series 2010B Bond have been performed, have existed, and have been done in accordance with
law; that the Series 2010E Bonds do not exceed any statutory limitation; and that provision has
been made for the payment of the principal of and interest on this Series 2010B Bond and all of
the Series 2010B Bonds by the creation of the aforesaid lien on and pledge of the Net Revenues.
IN WITNESS WHEREOF, the City has caused its corporate seal to be impressed or
placed in facsimile hereon and has caused this Series 2010B Bond to be executed by the Mayor
and countersigned by the City Secretary by manual, lithographed, or printed facsimile signatures.
CITY OF PEARLAND, TEXAS
Mayor
(SEAL)
COUNTERSIGNED
City Secretary
A-4
HOU:3002985.5
[FORM OF COMPTROLLER'S REGISTRATION CERTIFICATE]
The following form of Comptroller's Registration Certificate shall be attached or affixed
I
to each of the Series 2010B Bonds initially delivered.
THE STATE OF TEXAS
OFFICE OF THE COMPTROLLER
OF PUBLIC ACCOUNTS
REGISTER NO
I hereby certify that there is on file and of record in my office a certificate of the Attorney
General of the State of Texas to the effect that this bond and the proceedings for the issuance
hereof have been examined by him as required by law, that he finds that it has been issued in
conformity with the Constitution and laws of the State of Texas and that it is a valid and binding
special obligation of the City of Pearland, Texas, payable from the revenues and other funds
pledged to its payment by and in the proceedings authorizing the same, and I do further certify
that this bond has this day been registered by me.
WITNESS MY SIGNATURE AND SEAL OF OFFICE this
Comptroller of Public Accounts
of the State of Texas
A-5
HOU:3002985.5
[FORM OF AUTHENTICATION CERTIFICATE]
The following form of Authentication Certificate shall appear on each of the Series
2010E Bonds.
AUTHENTICATION CERTIFICATE
Registration Date:
This bond is one of the Series 2010B Bonds described in and delivered pursuant to the
within-mentioned Ordinance; and, except for the Series 2010B Bonds initially delivered, this
bond has been issued in conversion of and exchange for or replacement of a bond, bonds or a
portion of a bond or bonds of an issue which originally was approved by the Attorney General of
the State of Texas and registered by the Comptroller of Public Accounts of the State of Texas.
WELLS FARGO BANK, N.A.
Bv:
Authorized Signature:_
Date of Authentication:
A-6
HOU:3002985.5
[FORM OF ASSIGNMENT]
The following form of assignment shall appear on each of the Series 2010B Bonds.
ASSIGNMENT
For value received, the undersigned hereby sells, assigns, and transfers unto
(Social Security or Other Identifying Number)
(Print or type name, address, and zip code of transferee)
the within bond 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: The signature must be guaranteed
by a commercial bank or a member firm of a
national securities exchange. Notarized or
witnessed signatures are not acceptable.
Registered Owner
NOTICE: The signature on this assignment
must correspond with the name of the
Registered Owner as it appears on the face of
the within bond in every particular, without
alteration or enlargement or any change
whatever.
STATEMENT OF INSURANCE
Assured Guaranty Municipal Corp. (formerly known as Financial Security Assurance Inc.)
("AGM"), New York, New York, has delivered its municipal bond insurance policy (the
"Policy") with respect to the scheduled payments due of principal of and interest on this Bond to
Wells Fargo Bank, N.A., Houston, Texas, or its successor, as paying agent for the Bonds (the
"Paying Agent"). Said Policy is on file and available for inspection at the principal office of the
Paying Agent and a copy thereof may be obtained from AGM or the Paying Agent. All
payments required to be made under the Policy shall be made in accordance with the provisions
thereof. The owner of this Bond acknowledges and consents to the subrogation rights of AGM
as more fully set forth in the Policy..
M
HOU:3002985.5
PAYING AGENTIREGISTRAR AGREEMENT
See Tab
HOU:3002985.5
EXHIBIT C
BOND PURCHASE AGREEMENT
See Tab
HOU:3002985.5
W4 so 1113 1 a 1
ESCROW AGREEMENT
HOU:3002985.5
lwq
TERMS AND CONDITIONS OF MUNICIPAL BOND INSURANCE POLICY'
See Tab 13
HOU:3002985.5
Ass RE
Gt 1A.RNINITY'
M, U C PA L
March 24, 2010
1/IA E-MAIL
Mr. Bill Eisen
City of Pearland, Texas (Brazoria, Fort Bend and Harris Counties)
3519 Liberty Drive
Pearland, Texas 77581
Re: Not to Exceed $8,460,000 aggregate principal amount of City of Pearland, Texas (Brazoria, Fort Bend
and Harris Counties) Water and Sewer System Revenue Refunding Bonds, Series 2010B
Dear Mr. Eisen:
Attached please find Assured Guaranty Municipal Corp.'s (formerly known as Financial Security Assurance Inc.) ('AGM")
commitment letter in respect of the above-referenced issue. Please return one fully executed copy of each to Ms. Erika
Paredes-Reboucas of our office prior to any reference to AGM as insurer of the issue being made in marketing efforts in
respect of the issue.
Please note that a blacklined copy of each draft of the financing documents, opinions, preliminary and final official statements
and bond proof should be delivered to AGM for review and comment.
Attached as a link to this e-mail is AGM's website, where the logo, statement of insurance, disclosure language, specimen
policy, procedures for premium payment, form of opinion and form of disclosure, no default and tax certificate may be
accessed and downloaded as needed. AGM will require, prior to closing, four hard copies of the final official statement.
Upon acceptance and satisfaction of the conditions of the Commitment. the following must occur in order for AGM to complete
its review of applicable disclosure and financing documents in advance of the closing date, and timely issue its insurance
policy:
The financing schedule and a distribution list should be forwarded to the attention of the Closing Coordinator listed below.
A copy of (i) the preliminary official statement and the final official statement, each of which shall include the disclosure
provided by AGM and the specimen policy and any other references to AGM, and (ii) the Bonds, together with the legend
to be affixed to such Bonds, must be delivered to the Closing Coordinator by fax or e-mail in order that AGM may confirm
its accuracy.
Once determined, the final debt service schedule for the Bonds should be delivered to the credit analyst responsible for
the transaction, by fax and/or e-mail in order that AGM may confirm the premium to be paid for the insurance policy.
AGM will deliver to Bond Counsel at the pre-closing, assuming the requirements of the Commitment have been met, an
opinion of counsel as to the validity of the insurance policy, a disclosure, no default and tax certificate and the
executed original insurance policy. Prior to the closing, AGM will obtain rating letters from the rating agencies
indicated in the official statement. Note that any questions with regard to rating agency fees should be directed to the
respective rating agency.
Please include the following people on the Distribution List for this transaction:
Michael Cooper, Counsel Telephone:
Telecopier:
E-Mail:
Jim Doyle, Director Telephone:
Telecopier:
E-Mail:
(212) 893-7389
(212) 857-0337
MCooper@assuredguaranty.com
(212) 339-3462
(212) 857-0354
JDoyle@assuredguaranty.com
Erika Paredes-Reboucas, Closing Coordinator Telephone: (212) 893-2706
Telecopier: (212) 857-0349
E-Mail: EParedes-reboucas@assuredguaranty.com
ASSUred
31 lusq ,era m. 1 2 1; 0 tmrr
Fax, ?,ill 521-1 3 11
Mr. Bill Eisen
City of Pearland, Texas (Brazoria, Fort Bond and Harris Counties)
9M
As a post-closing condition, AGM shall receive one original and two copies of the final closing transcript of proceedings. Such
closing transcript may be in the form of either hard copies or three CD-ROMs.
AGM looks forward to working with you on this transaction.
Very truly yours,
Michael Cooper
Counsel
ec Rick Witte, Esq.; Andrews Kurth L.L.P.
Mr. Pete Stare; First Southwest Company
Tom Sage, Esq.; Vinson Elkins L.L.P.
Mr. Frank 11debrando; RBC Capital Markets
ASSURED
GLIARANTY
axum|C/PAt
ASSURED GUARANTY MUNICIPAL CORP. (FORMERLY KNOWN AS FINANCIAL SECURITY ASSURANCE NC
hereby commits to issue its Municipal Bond Insurance Policy (the "Policy") relating to whole maturities of the debt obligations
described in Exhibit A attached hereto (the "Bonds"), subject to the terms and conditions set forth in this Commitment or added
hereto (the "Commitment"). For the avoidance of doubt, each of the Exhibits attached hereto is an integrated part of this
Commitment. To keep this Commitment in effect after the Expiration Date set forth in Exhibit A attached hereto, a request for
renewal must be submitted to AGM prior to such Expiration Date, AGM reserves the right to refuse wholly or in part to grant a
THE MUNICIPAL BOND INSURANCE POLICY SHALL BE ISSUED IF THE FOLLOWING CONDITIONS ARE SATISFIED:
I The transaction documents to be executed and delivered in connection with the issuance and sale of the Bonds shall
not contain any untrue or misleading statement ofamaterial fact and shall not fail N state a material fact necessary in order to
make the information contained therein not misleading,
2. No event shall occur which would permit any underwriter or purchaser of the 8onda, otherwise reguired, not to be
required to underwrite or purchase the Bonds on the date scheduled for the issuance and delivery thereof ("Closing Date"),
3. On the date hereof and on the Closing DaAe, there shall have been no nm8edv| adverse change in or affecting the
Issuer and/or the Obligor, as applicable, or the Bonds (including, without limitation, the security for the Bonds or the proposed
debt men/ioo schedule of the Bonds), any disclosure document relating to the Bonds (the ^Offina| Statement"), the financing
documents 0n be executed and delivered with respect to the Gundm. the legal opinions to be executed and delivered in
connection with the issuance and sale of the Bonds, or any other information submitted to AGM with respect hu the referenced
transaction, or the Bonds, from that previously delivered or otherwise communicated to AGM.
4- The Bondy shall contain no reference to AGM, the Policy or the insurance evidenced thereby except as may be
approved byAGM. BOND PROOFS SHALL HAVE BEEN APPROVED BY AGM PRIOR TOPRINTING- The Bonds shall bear
u Statement uf Insurance in the form provided byAGM.
5, AGM shall be provided with:
(a) Executed copies of all financing documents, the Official Statement and the various legal opinions delivered in
connection with the issuance and sale of the Bonds (which shall be dated the Closing Date and which, except for the opinions
d counsel relating tothe adequacy of disclosure, shall beaddressed to AGM or accompanied bya letter of such counsel
permitting AGM to rely on such opinion as if such opinion were addressed to AGM), including, without limitation, the approving
opinion of bond counsel. Each of the foregoing shall bain form and substance acceptable toAGM, Copies oy all drafts mfsuch
documents prepared subsequent to the doka of the Commitment blacklined, to reflect all revisions from oreviously reviewed
drafts) shall be furnished tmAGM for review and approval. Final drafts uf such documents shall bo provided to AGM atleast
three (3) business days prior to the issuance of the Policy, unless AGM shall agree to some shorter period.
(b) Evidence of wire transfer in federal funds of an amount equal to the insurance prem|mn, unless alternative
arrangements for the payment of such amount acceptable to AGM have been made prior to the delivery date of the Bonds.
(c) Standard Pour's Rating Service and Mnody'e Investors 8wmiue Inc. will separately present hiUo for their
respective fees relating to the Bonds. Payment nfsuch bU|m by the Issuer should be meVo directly to such rating agency.
Payment of the rating fee ia not m condition 0m release of the Policy hyAGM.
6. Promptly after the closing of the Bonds, AGM shall receive three completed sets of executed documents (one original
and either (i) two photocopies (each unbound) or(ii) two compact diocm),
7. The Official Statement shall contain the language provided by AGM and only such other references to AGM or
otherwise as AGM shall supply mapprove, AGM SHALL BE PROVIDED WITH FOUR PRINTED COPIES OF THE OFFICIAL
STATEMENT.
MUNICIPAL BOND INSURANCE COMMITMENT
TERM SHEET
Issuer: City u[Peadand. Texas (Bwazoria. Fort Bend and Harris Counties)
Name of Insured Bonds: Water and Sewer System Revenue Refunding Bonds, Series 201 OB
Principal Amount of Insured Bonds: Not to Exceed $8,460,000
Date ufCommitment: March 24 Expiration Date: Friday, May 28.281O~
Premium: .40%oi total debt service om the Insured Bonds
Additional Conditions:
1.The amortization schedule for, and final maturity date of, the Insured Bonds shall be acceptable to
AGM. The Insured Bonds shall be issued with fixed rates tmmaturity.
2. The Issuer shall have obtained from AGM the Debt Service Reserve Insurance Policy pursuant 8nthe
terms oy Exhibit Dhereto.
3. The Ordinance emVhnhzin0 the issuance o[ and setting forth the bannu for, the Insured Bonds ((he
~Ordinane") shall bw satisfactory in form and substance toAGM,
4. See also attached Exhibits B-E.
Capitalized terms used in this Commitment and not otherwise defined shall have the meanings assigned to them in
the Ordinance.
ASSURED GUARANTY MUNICIPAL C0RP,
(formerly known aa Financial Security Assurance
Inc,)
Authorized Officer
*To maintain the Commitment in effect until the Expiration Date, AGK# must re86ive a duplicate of this Exhibit A
executed by an authorized officer of the Issuer by the earlier of the date on which the Official Statement containing
disclosure language regarding AGM is circulated and ten days from the date of this Commitment.
The undersigned, anauthorized officer of the Issuer, agrees that if the Bonds are insured byupolicy of
municipal bond inauronco, such insurance shall be provided by AGM in accordance with the 1onnm of this
Commitment; (ii) the Issuer has made its own independent investigation and decision aohr whether ko insure the
payment when due of the principal of and interest on the Bonds and whether the Policy is appropriate or proper for it
based upon its own judgment and upon advice from such legal and financial advisers aeit has deemed necessary;
(iii) AGM has not made, and therefore the Issuer is not relying ow, any recommendation from AGM that the |mmu*r
insure the Bonds nrobtain the Policy; it being understood and agreed that communications from AGM (whether
written or oral) referring to, containing information about or negotiating the 0mnns and conditions ofthe PoUoy, any
related insurance document or the documentation governing the Bonds do not constitute a recommendation to
insure the Bonds or obtain the Policy; (iv) the Issuer acknowledges that AGM has not made any repreaanhaUon,
warranty or undertahing, and has not given any unsunenma or guameniy, in each caoe, expressed or imp!ied,
concerning its future financial strength or the rating of AGM's financial strength by the rating agencies; (v) the Issuer
acknowledges that the ratings of AGM reflect only the views of the rating agencies and an explanation of the
significance of such ratings maybe obtained only from the rating agencies; (vi) the Issuer understands that such
L\LEGALUNUN|S\ST/TES[7X\1 17788_G.doo
ratings may not continue for any given time period and instead may changeover time, including without limitation
being placed under review for possible dnvmngmad*, revised downward, withdrawn entirely bythe relevant rating
agency if, in the judgment of such rating agency, circumstances so warrant, ur withdrawn entirely byAGM in its sole
discretion; (vii) the Issuer acknowledges that AGM undertakes no responsibility to bring to its aUeoUon, and shall
have no Uobi||+y for, the placement of rating under review for possible downgrade or the dmwmwsn1 revision or
withdrawal of any rating obtained, and that any such 'e*|aw for possible downgnade, downward revision or
withdrawal may have an adverse effect on the Bonds; and (viii) the Issuer acknowledges that AGM pays rating
agencies to rate AGM's financial mmangtb, but that such payment is not in exchange for any specific rating or for a
rating within any particular nonga' Notwithstanding anything W the contrary set forth herein, the provisions set forth
under subparagraphs (ii) through (viii) above shall survive the expiration or termination of this Commitment,
Authorized Office
EXHIBIT B
Page I of 1
1. Each of the Ordinance, Bonds and other transaction documents (mllectively.the "Related Documents") is
legal, valid and binding obligation nf the parties thereto, has been duly authorized, executed and delivered by
the Issuer and is enforceable against the Issuer in accordance with its terms.
2. There is no litigation or other proceeding pending or. to the best of counsel's bnoWed0a, threatened in any
court, agency or other administrative body (either State or Federal) that could have a material adverse effect
on (o) the financial condition of the Issuer, (b) the ability ofthe Issuer to perform its obligations under the
Related Omoumonta. (o) the security for the Bonds, (d) the transactions contemplated by the Re|oVai
Documents or (e) the ability of the Issuer to maintain and operate the System.
3. Nothing has come to the attention of disclosure counsel which would cause counsel to believe that, aaof the
dosing date. the final Official Statement (excluding information provided by AGM) contains any untrue
statement ofm material fact or omits hn state any material fact required tohe stated therein or necessary to
make the statements therein, in the light of the circumstances under which they were made, not misleading.
4. The Bonds are payable from and secured by a valid lien on and pledge of the Net Revenues, in the manner
and 8o the extent provided in the Ordinance. The issuer |n duly authorized bo pledge such Net Revenues, and
no further action on the part of the Issuer or any other party is required to perfect the same or the interest of
the 8o^duxnens therein,
L:\LEGAL'WU 117768—G.dou
EXHIBIT
Page 1 of 6
ORDINANCE REQUIREMENTS
The Ordinance shall incorporate the following requirements either in one section marticle entitled "Provisions Relating
to Bond Insurance" (or the |ike). the 12rovisions of which section or article shall be stated in the,Ordinaqcg�tiq
Myern. n2Lwithstandinct an3dhing 12 the c2ntra!y set forth in the Ordinance, or individually in the appropriate
sections:
(a) "Insurance Policy" shall be defined as follows: "the insurance policy issued by the Insurer guaranteeing the
scheduled payment of principal of and interest on the Bonds when due". "Insurer" shall he defined as follows:
"Assured Guaranty Municipal Corp. (formerly known as Financial Security Assurance Inc.), a New York stock
insurance company, or any successor thereto or assignee theneof'.
(b) The prior written consent of the Insurer yhe|| be a condition precedent to the deposit of any credit instrument
provided in lieu cfa cash deposit into the Debt Service Reserve Account for the Insured Bonds. Notwithstanding
anything to the contrary set forth in the [Jpdinmmoe, amounts on dopuy|1 in the Debt Service Reserve Account
shall be applied solely to the payment of debt service due on Outstanding Bonds.
(o) The Insurer shall be deemed to be the sole holder of the Insured Bonds for the purpose of exercising any voting
right or privilege or giving any consent or direction or taking any other action that the hn|dane of the Insured
Bonds are entitled 8o take pursuant to the section or mpbde of the Ordinance pertaining to defaults and
remedies and (i|) the duties and obliga of the Trustee. Mandamus |o available asa remedy tn the Insurer in
such capacity.
(d) The maturity of Bonds insured by the Insurer shall not be accelerated without the consent of the Insurer. In the
event the maturity of the Bonds is accelerated, the Insurer may elect, in its mole d|sorerion, to pay accelerated
principal and interest mcumed, on such principal 0o the do$a of acceleration (to the extent unpaid by the Issuer)
and the Trustee ahmU he required to accept such amounts. Upon payment of such accelerated principal and
interest accrued to the acce date as provided above, the Insurer's obligations under the Insurance Policy
with respect oo such Bonds shall bo fully discharged.
(a) The Insurer ia hereby deemed e third party beneficiary to the Ordinance.
<0 Any Insured Bonds purchased by or on behalf ofthe Issuer shall be immediately cancelled unless the Insurer
consents otherwise.
(y) Any amendment, supplement, modificat ko, or waiver of, the Ordinance or any other imnsodino document,
including any underlying security agreement (each a "Related Dooun`ent"), that requires the consent of
8undnwnenm or adversely affects the rights and interests of the Insurer shall be subject to the prior written
consent uf the Insurer.
(h) Unless the Insurer otherw directs, upon the occ and continuance of an Event of Default or an event
which with notice or lapse of time would constitute an Event of Default, amounts on deposit in the Construction
Fund shall not be disbursed, but shall instead be applied to the payment of debt service or redemption price of
the Bonds.
N The rights granted to the Insurer under the Ordinance or any othe Related Docume to request, consent toor
direct any action are rights granted to the Insurer in consideration of its issuance of the Insurance Policy, Any
exercise by the Insurer of such rights io merely anexercise of the Insurer's contractual hghtsand shalt not ba
cuna0nad or deemed 8u be hshan for the bmnefit, or on behalf, of the Bondholders and such action dues not
evidence any position of the Insurer, affinnative or negative, as to whether the consent of the Bondowners or
any other person \m required in addition tu the consent of the Insurer.
0> Only (1) omah. (2) non-callable direct obligations of the United States of America ("Treasuries"), or (3)
evidences of ownership of proportionate interests in future interest and principal payments on Treasuries held
L:\LEGALVNUN 17768_GAoo
EXHIBIT C
Page 2 of 6
byabank or trust company am custodian, under which the owner of the investment is the real party ininterest
and has the right to proceed directly and individually against the obligor and the underlying Treasuries are not
available to any person claiming through the custodian or to whom the custodian may be obligated, shall be
used to effect defeasance of the Bonds unless the Insurer otherwise approves,
To accomplish defeasance, the Issuer shall cause mbe delivered (i)areport of an independent firm of
nationally recognized certified public accountants or such other accountant as mhm| be acceptable to the
Insurer ("Accountant") verifying the sufficiency of the escrow established to pay the Bonds in full on the maturity
or redemption date ("Verification"), (4) on Escrow Deposit Agreement (which shall be acceptable in form and
substance bothe Insurer), (iii) an opinion of nationally recognized bond counsel to the effect that the Bonds are
no longer "Outstanding' under the Ordinance and (iv) a certificate of discharge of the Trustee with respect to
the Bonds; each Verification and dofeumanuo opinion ahsU be acceptable in form and nubstanoe, and
uddr*eood, to the Issuer, Trustee and Insurer, The |nmmer shall be provided with final drafts of the
above-referenced documentation not less than five business days prior to the funding of the escrow.
Bonds shall be deemed "Outstanding" under the Ordinance unless and until they are in fact paid and retired or
the above criteria are met.
(k) Amounts paid by the Insurer under the Insurance Policy shall not be deemed paid for purposes of the
Ordinance and the Bonds relating $osuch payments shall remain Outstanding and continue Uzbe due and
owing until paid by the Issuer in accordance with the Ordinance. The Ordinance shall not be discharged unless
all amounts due or to become due to the Insurer have been paid in full or duly provided for,
p> Each uf the Issuer and Trustee covenant and agree to take such action (inumdinA.aw applicable, filing ofUCC
financing statements and continuations thmreo asionecessary from time to time tnpreserve the priority uf the
pledge of the Trust Estate under applicable law.
hm Claims Upon the Insurance Policy and Payments byand to the Insurer.
If, onthe third Business Day prior to the related scheduled interest payment date m principal payment date
(~Payment Date") there in not ondeposit with the Trustee, after making all transfers and deposits required
under the Ordinance, moneys sufficient to pay the principal of and interest on the Bonds due on such Payment
Date, the Trustee aba|| give notice W the Insurer and 0o its designated agent (if any) (the "Insurer's F|eou|
Agent") by telephone or telecopy of the amount of such deficiency by 12:00 noon, New York City time, on such
Business Day. |f, on the second Business Day prior to the related Payment Date. them oum1nuem to be o
deficiency in the amount available to pay the principal of and interest on the Bonds due on such Payment Date,
the Trustee shall make e claim under the Insurance Policy and give notice to the Insurer and the |nuune(a
Fiscal Agent (if any) by telephone of the amount of such deficienoy, and the allocation of such deficiency
between the amount required to pay interest on the Bonds and the amount required to pay principal of the
Bonds, confirmed in writing to the Insurer and the Insurer's Fiscal Agent by 12:00 noon, New York City time, on
such second Business Day hy filling in the form of Notice of Claim and Certificate delivered with the Insurance
Policy,
The Trustee shall designate any portion of payment cd principal on Bonds paid by the Insurer, whether byvirtue
of mandatory sinking fund redemption, maturity or other advancement of maturity, on its books as a reduction
in the principal ommuoi of Bonds registered to the then current Bondholder, whethozDTC or its nominee or
o0hemwiuo, and shall issue e replacement Bond to the Insurer, registered in the name of Assured Guaranty
Municipal Corp. (formerly known as Financial Security Assurance Inc.), in o phooipe| amount equal to the
amount of principal so paid (without regard to authorized denominations); provided that the Trustee's failure to
so designate any payment or issue any replacement Bond mhoU have no effect on the amount nfprincipal or
interest payable by the Issuer on any Bond or the subrogation rights of the Insurer.
The Trustee shall keep ecomplete and accurate record of all funds deposited by the Insurer into the Policy
Payments Account (defined below) and the allocation uf such funds to payment of interest on and principal u[
17760_G.doo
any Bond, The Insurer shall have the right to inspect such records at reasonable times upon reasonable notice
to the Trustee,
Upon payment ofaclaim under the Insurance Policy, the Trustee shall establish m separate special purpose
trust account for the benefit of Bondholders referred to herein as the "Policy Payments Account" and over
which the Trustee shall have exclusive control and sole right of withdrawal. The Trustee shall receive any
amount paid under the Insurance Policy in trust on behalf of Bondholders and shall deposit any such amount in
the Policy Payments Account and distribute such amount only for purposes of making the payments for which a
claim was mode. Such amounts shall be disbursed by the Trustee to Bondholders in the same manner as
principal and interest payments are to be made with respect to the Bonds under the sections hereof regarding
payment of Bonds. It shall not be necessary for such payments to be made by checks or wire transfers
separate from the check or wire transfer used to pay debt uemioo with other funds available to make such
payments. Notwithstanding anything herein to the ounVnry' the Issuer agrees to pay to the Insurer m sum
equal to the total of all amounts paid by the Insurer under the Insurance Policy (the 'Insurer Advances'); and (ii)
interest on such Insurer Advances from the date paid by the Insurer until payment thereof in full, payable to the
Insurer at the Late Payment Rate per annum (co/leodvely. the 'Insurer Reimbursement Amounte^). "Late
Payment Rate' means the lesser of (a) the greater of (i) the per annum rate of interest, publicly announced
from time kz time byJP&4ongen Chase Bank a1 its principal office |n The City of New York, aa its prime o/base
|oudmg rate (any change in such rate mf interest iube effective mn the date such change is announced by
JPMorgan Chase Bank) plus 3%, and (ii) the then applicable highest rate of interest on the Bonds and (b) the
maximum rate permissible under applicable usury nr similar laws limiting interest rates, The Late Payment
Rate shall be computed on the basis of the actual number of days elapsed over a year of 360 days. The Issuer
hereby covenants and agrees that the Insurer Reimbursement Amounts are secured by a lien on and pledge of
the Trust Estate and payable from such Trust Estate ona parity with debt service due on Outstanding Bonds.
Funds held iothe Policy Payments Account shall not be invested by the Trustee and may not be applied to
satisfy any costs, expenses m liabilities of the Trustee- Anyfunds remaining in the Policy Payments Account
following a Bond payment date shall promptly be remitted to the Insurer.
(o) The Insurer shall, to the extent it makes any payment of principal ofminterest on the Bonds, become
mubnogabad to the rights of the recipients of such payments in accordance with the terms of the Insurance
Policy. Each obligation of the Issuer to the Insurer under the Related Documents shall survive discharge or
termination cf such Related Documents.
(0) The Issuer shall pay m reimburse the Insurer any and all charges, fees, costs and expenses that the Insurer
may reasonably pay m incur in connection with (i) the administration, enforcement, defense or preservation of
any rights cv security in any Related Document; (ii) the pursuit ofany remedies under the Ordinance orany
other Related Document or otherwise afforded by law or equity, (Hi) any amendment, waiver ur other action with
respect to, or related to, the Ordinance or any other Related Document whether or not executed or completed
or (iv) any litigation o/ other dispute in connection with the Ordinance or any other Related Document or the
transactions contemplated dhoreby, other than costs resulting from the failure of the Insurer to honor its
obligations under the Insurance Policy, The Insurer reserves the right to charge a reasonable fee eoecondition
0o executing any amendmeot, waiver or unmaan1 proposed in respect of the Ordinance or any other Related
Document,
(p) After payment of reasonable expenses of the Trustee, the application of funds realized upon default shall be
applied to the payment of expenses of the Issuer or rebate only after the payment uf past due and current debt
service on the Bonds and amounts required to restore the Debt Service Reserve Account to the Debt Service
Reserve Requirement,
(q) The Insurer shall be entitled to pay principal or interest on the Bonds that shall become Due for Payment but
shall be unpaid by reason of Nonpayment by the Issuer (as such terms are defined in the Insurance Policy) and
any amounts due on the Bonds as a result of acceleration of the maturity thereof in accordance with the
EXHIBIT C
Page 4 of 6
Ordinance, whether mnot the Insurer has received a Notice of Nonpayment (as such terms are defined inthe
Insurance Policy) orm claim upon the Insurance Policy.
yj The notice address mf the Insurer is: Assured Guaranty Municipal Corp. (formerly known am Financial Security
Assurance Inc.), 11 West 52nd Stmaet, New York, Now York 10019. Attention: Managing Director
Surveillance, Re: Policy No. Telephone: (213) 826-0180; Tm}ecup|ar: (212) 339'3558' In each case in
which notice or other communication refers to an Event of Default, then a copy of such notice or other
communication shall also be sent to the mUantkzn of the General Counsel and shall be marked to indicate
"URGENT MATERIAL ENCL0SED.~
(s) The Insurer shall be provided with the following information by the Issuer mTrustee, as the case may be:
0) Annual audited financial statements within 150 days after the end of the Issuer's fiscal
year (together with a certification of the Issuer that it is not aware of any default or Event
o( Default under the Ondinance).and the Issuer's annual budget within 30 days after the
approval thereof together with such other information, data or reports as the Insurer shall
reasonably request from time hztime;
(U) Notice of any draw upon the Debt Service Reserve Account within two Business Days
after knowledge thereof;
(|V) Notice of any default known to the Trustee or Issuer within five Business Days after
knowledge thereof,
(iv) Prior oo5ow of the advance refunding or redemption of any of the Insured Bonds,
including the principal amount, maturities and CUS|P numbers thereof:
(v) Notice of the resignation or nenmwa| of the Trustee and Band Registrar and the
appointment of, and acceptance of duties by, any successor thereto:
(vi) Notice of the commencement of any proceeding by or against the Issuer commenced
under the United S1uiea Bankruptcy Code or any other applicable bankruptcy,
insolvency, receivership, rehabilitation or similar law (an "Insolvency Proceeding"),-
(vii) Notice of the making of any claim in connection with any Insolvency Proceeding seeking
the avoidance as a preferential transfer of any payment of principal of, or interest on, the
Bonds;
(viii) A full original transcript of all proceedings relating to the execution ofany amendment,
supplement, ur waiver to the Related Documents;
(|x) All reports, notices and correspondence to be delivered to Bondholders under the terms
of the Related Documents; and
(x) To the extent that the Issuer has oNaned into a continuing disclosure mgmanmont,
covenant or undertaking with respect m the Bonds, all information furnished pursuant to
such agreements shall also be provided 0o the Insurer, simultaneously with the furnishing
cf such information.
(0 The Insurer shall have the right to receive such additional information as it may reasonably request.
(u) The Issuer will permit the Insurer to discuss the affairs, finances and accounts of the Issuer or any information
the Insurer may reasonably request regarding the security for the Bonds with appropriate officers nf the Issuer
L:\LEGALUMU 17768_S.doo
EXHIBIT
Page 5 of 6
and will use commercially reasonable efforts to enable the Insurer Whave access to the facilities, books and
records of the Issuer on any business day upon reasonable prior notice.
(V) The Issuer shall notify the Insurer of any failure of the Issuer to provide notices, certificates and other
information under the transaction documents.
(w) Notwithstanding satisfaction of the other conditions to the issuance of Additional Bonds set forth in the
Ordinance, nosuch issuance may occur (1) ifmmEvent of Default (or any event which, once all notice mgrace
periods have passed, would constitute an Event of Default) exists unless such default shall bu cured upon such
imeoamue and (2) unless the Debt Service Reserve Account |u fully funded otthe Required Reserve Amount
(including the proposed issue) upon the issuance nf such Additional Bonda, in either case unless otherwise
permitted hy the Insurer,
(x) In determining whether any mmendmont, ounyoni waiver ur other action 0u be taken, or any ha||ooa to take
action, under the Ordinance would adversely affect the security for the Bonds or the rights of the Bondholders,
the Issuer shall consider the effect of any such amendment, consent, waiver, action vr inaction as|f there were
nu Insurance Policy,
(y) No contract shall be entered into or any action taken by which the rights of the Insurer or security for or sources
of payment of the Bonds may be impaired or prejudiced in any material respect except upon obtaining the prior
written consent of the Insurer.
(r> So long as any Bonds insured by AGM remain outstanding or any amounts are owed to AGM by the Issuer, the
Issuer shall not enter into any swap or any other interest rate exchange agreement, cap, collar, floor, ceiling, or
other agreement or instrument involving reciprocal payment obligations between the Issuer and a counterparty
based on interest rates applied to a notional amount of principal entered into by or on behalf of the Issuer and
payable from or secured im whole o/|n part by the Not Revenues, without the prior written consent ofAGM.
(aa) So long as any |nmomd Bonds insured by the Insurer remain outstanding a/ any amounts are owed hmthe
Insurer by the Issuer, without the prior whdoo m*nue,d of the Insurer, the Issuer shall not imavn or incur
indebtedness payable from or secured in whole or in part bythe Net Revenues that permits or requires the
holder to tender such indebtedness for purchase prior to the stated maturity thereof without the prior written
consent of the Insurer.
(bb) Notwithstanding any provision to the contrary in the Ordinance, the Issuer shall use actual amortization omall
Bonds then Outstanding tu determine Debt Service for purposes of the Ordinance, disregarding any provision
in the Ordinance allowing for assumed, hypothehoa|or deemed amortization.
(nn) The subsidy payments received by the Issuer as e consequence of any Outstanding Bonds being Recovery
Zone Economic Development Bonds or Build America Bonds under the American Recovery and Reinvestment
Act of 2009, or other program providing for debt service subsidies with respect to Bonds ('Federal Subsidy")
shall not conohk4o an offset to debt service for purposes of the Ordinance (including for purposes of
determining "Debt Service Requirements' as such term is used /n the [>,dinanom). The Issuer's obligation N
pay principal and interest on the Insured Bonds is not net of the Federal Subsidy am that if such Federal
Subsidy is auependod, reduced or terminated, the Issuer shall remain obligated for the full amount ofprincipal
and interest on the Insured Bonds.
L:1E8ALVMmW|S\STAJES\T)O117768_G,doo
INSURANCE POLICY
RelatedBunds: Water and Sewer System Revenue Refunding Bonds, Series 2010B
Premium: 3.50% of the Policy Limit
Policy Limit: The lesser cf $88V.0O0wr maximum annual debt service on the Related Bonds
AGM hereby commits to issue its Municipal Bond Debt Service Reserve Insurance Policy (the "Reserve Policy"), in the
form transmitted herew relating to the above-described Related Bonds, subject to the terms and conditions contained
herein or added hereto, All terms used herein and not otherwise defined shall have the meanings ascribed to them in
the document setting forth the security for and authorizing the issuance of the Related Bonds (the "Ordinance"),
The Reserve Policy shall only be available for draws on the Related Bonds.
The Reserve Policy shall expire on the earlier of the date no Related Bonds are outstanding and the stated final maturity
date of the Re Bonds,
THE RESERVE POLICY SHALL BE ISSUED UPON SATISFACTION OF THE FOLLOWING CONDITIONS.
1 AGM shall have received confirmation that the Reserve Policy Insurance Premium has been deposited to the
account of AGM:
2. AGM shall insure the Related Bonds pursuant to the terms of this Commitment;
3. The Ordinance shall include the prov set forth in Exhibit E-1 attached hereto,
4� AGC shall have received fully-executed copies ofthe Insurance Agreement substantially in the honn included in
this Commitment mm Exhibit E'2;
4. AGC sha be an addressee of an opinion of bond counsel to the effec tha (i) the Insurance Agreement in the
form attached to this Commitment as Exhibit E-2 has been duly authorized, executed and delivered by the Issuer
and such agreement is |oga[, vu|W and binding obligation of the |suma/ enforceable against the Issuer in
accordance with its terms, and (|i) the Reserve Policy nonntku0ma e Credit Facility eligible for deposit bothe
Reserve Fund au provided pursuant tu the Ordinance.
5. Any Official Statement or similar disclosure document relating hathe Related Bonds shall contain only such
references to the Reserve Policy and AGM emmm shall supply orapprove.
L:\LEGAL\MU 17768_G.dou
The Ordinance shall incorporate the following requirements either in one section or article entitled "Provisions Relating
N Reserve Policy" (or the like), theprovi$ions of which section or article shall be stated in the Ordinance to
qQXern, notwithstanding anything to the_conlrary sgt forth in the OrdiniInce, or individually in the app/ophat*
(m) The Issuer shall repay any draws under the Reserve Policy and pay all related reasonable expenses incurred by
AGM. Interest shall accrue and be payable on such draws and expenses from the date otpayment by AGM si
the Late Payment Rate. "Late Payment Rmhs means the lesser of(a)the greater of(i) the paraonum rate of
interest, publicly announced from time to time by JPMorgan Chase Bank at its principal office in the City of New
York, as its prime or base lending rate ('Prime Rate") (any change in such Prime Rate to be effective on the date
such change is announced byJPxAu'gmn Chase Bank) plus 3%, and (ii) the then applicable highest rate of
interest on the Bonds and (b) the maximum rate permissible under applicable usury or similar laws limiting
interest rates. The Late Payment Rate shall bo computed on the basis of the actual number mf days elapsed over
e year nf 3O0 days. |n the event JPMorgon Chase Bank ceases io announce its Prime Rate publicly, Prime Rate
shall be the publicly announced prime or base lending rate of such national bank as AGM shall specify,
Repayment of draws and payment ofexpenses and accrued interest thereon at the Late Payment Rote
(collectively, "Policy Costs") shall commence in the first month following each dnavv, and each such monthly
payment shall beinan amount od least equal hz 1/12 of the aggregate of Policy Costs related to such draw.
Amounts in respect of Policy Costs paid to AGM shall be credited first to interest due, then to the expenses
due and then 0o principal due. An and ho the extent that payments are made ,m AGM on account of principal due,
the coverage under the Reserve Policy will be increased by a like amount, subject to the terms of the Rmuume
All cash and investments in the debt service reserve fund established for the Bonds (the "Reserve Fmndl
shall be transferred to the debt service fund for payment of debt service on Bonds before any drawing may be
made on the Reserve Policy or any other credit facility cnodkaV to the Reserve Fund in lieu of cash ('Credit
Facility"), Payment of any Policy Costs shall be made prior ho replenishment of any such cash amounts. Draws
on all Credit Facilities (including the Reserve Policy) on which there is available coverage shall be made on a pro-
rata basis (calculated by reference to the coverage then available thereunder) after applying all available cash
and investments in the Raaenm Fund. Payment ofPolicy Costs and reimbursement of amounts with respect to
other Credit Fad|1bom uhuH be made on a pro-rata basis prior to replenishment of any cash drawn from the
Reserve Fund. For the avoidance of doubt. ^avo/kabb* coverage' means the coverage then available for
disbursement pursuant to the 0amsm of the applicable alternative credit instrument without msgund to the |oUa| or
financial ability or willingness of the provider of such instrument to honor a claim or draw thereon or the failure of
such provider 0o honor any such claim ordraw.
(b) N the Issuer shall fail to pay any Policy Costs N accordance with the requirements of Paragraph 5(a) hereof, AGM
shall bo entitled iu exercise any and all legal and equitable remedies available 0o K. including those provided
under the Ordinance other than (i) acceleration of the maturity of the Bonds nr(U)remedies which would
adversely affect owners of the Bonds.
(n) The Ordinance ahmU not be discharged until all Policy Costs owing to AGM shall have been paid in full. The
Issuer's obligation to pay such amounts shall expressly survive payment in full of the Bonds.
(d) The additional bonds test and the rate covenant iu the Ordinance shall expressly provide for at least one times
coverage of the Policy Costs then due and owing.
(o) The Ordinance shall require the Trustee to ascertain the necessity for a claim upon the Reserve Policy in
accordance with the provisions of paragraph (o) hereof and to provide nmbmm to AGM in accordance with the
terms of the Reserve Policy at least five business days prior to each date upon which interest or principal is due
on the Bonds. Where deposits are required to be made by the Issuer with the Trustee to the debt service fund
for the Bonds more often than semi-annually, the Trustee shall be instructed to give notice to AGM of any failure
of the Issuer W make timely payment \n full of such deposits within two business days nf the date due.
EXHIBIT E-2
Page 1of 3
INSURANCE AGREEMENT
INSURANCE AGREEMENT, dated amofL l (the ^Agnaemant').by and between I (the lmmuer">and
Assured Guaranty Municipal Corp, (formerly known am Financial Security Assurance |noJ (the "Insurer"),
In consideration of the issuance by the Insurer of its Municipal Bond Debt Service Reserve Insurance Policy
No. (the "Reserve Pol|cy") with respect to the Issuer's (the ^Bonds") issued under the dated
______(the "Authorizing Document") and the {mauor'm payment to the !noumx of the insurance premium for the
Reserve Policy, the Insurer and the Issuer hereby covenant and agree as follows:
Upon any payment hythe Insurer under t Reserve Policy, t Insurer shall furnish to the Issuer
written instructions as to the manner in which payment of amounts owed to the Insurer as a result of
such payment under the Reserve Policy shall bemade.
T Issuer shall pay the Insurer the principal amount of any draws under the Reserve Policy and
pay all related reasonable expenses incurred by the Insurer and shall pay interest thereon from the
date nf payment by the Insurer atthe Late Payment Rate. "Late Payment Rate" means the lesser
of (a) the greater uf(i) the per annum rate of interest, publicly announced from time to time by
JPMmgan Chase Bank at its phnnipal offium in the City o[ New York, as its prima or base lending
rate ("Prime Raia^) (any change in such Prime Rate to be effective no the date such change is
announced by JPMorgan Chase Bank) plus 3%, and (ii) the then applicable highest rate of interest
on the Bonds and (b) the maximum rate permissible under applicable usury or similar laws limiting
interest rates. The Late Payment Rate shall be computed on the basis of the actual number of days
elapsed over a year of 360 days. In the event JPMnrgan Chase Bank ceases to announce its
Prime Rate, No Prime Rate shall be the prime or base lending rate ofsuch national hunk as the
Insurer shall designate. If the interest provisions of this Section 2 shall result in an effective rate of
interest which, for any period, exceeds the limit of the usury or any other laws applicable to the
indebtedness created herein, then all sums in excess of those lawfully collectible as interest for the
period in question ahaU, without further agreement or notice between or by any party hereto. be
applied as additional interest for any later periods of time when amounts are outstanding hereunder
to the extent that interest otherwise du* hereunder for such periods plus such additional intapmoi
wou not exceed the limit of the usury or such other laws, and any excess shall be applied upon
principal immediately upon receipt uf such moneys by the Insurer, with the same force and effect an
if the Issuer had specifically designated such extra sums to be so applied and the Insurer had
agreed to accept such extra payment(s) as additional interest for such later periods. In no event
shall any agreed-to or actual exaction as consideration for the indebtedness created herein exceed
the ||miba imposed or provided by the law applicable 0r this transaction for the use or detention of
money or for forbearance in seeking its collection.
3. Repayment of draws and payment of expe and the interest accrued thereon at the Late
Payment Rate <oollectively. "Policy 0sts'>shall commence <n the first month following each draw,
and each such monthly payment shall be in an amount at least equal to 1/12th of the aggregate of
Policy Costs related io such draw. Amounts in respect of Policy Costs paid iu the Insurer shall bo
credited first to interest due, then to the expenses due and then to principal due,
4. As and to the extent that payments are made to the Insurer on account of principal due, the
coverage under the Reserve Policy will be increased by a like amount, subject to the terms of the
Reserve Policy.
S. All cash and investments in the Reserve Fund shalt be transferred to the debt service fund for
payment of debt service on the Bonds before any drawing may be made on the Reserve Policy m
on any alternative credit instrument. Payment of any Policy Costs ahmd/ be made prior 0o
replenishment of any such cash amounts. Draws un all alternative credit instruments (including the
Reserve Policy) on which there is available coverage shall be made on a pro rata basis (calculated
EXHIBIT E-2
Page 2 of 3
by reference to coverage then available under each such alternative credit instrument) after
applying available nenh and investments in the Reserve Fund. Payment of Policy Costs and
reimbursement of amounts with respect to alternative credit instruments shall be made on a pro-
rata basis prior to replenishment of any cash drawn from the Reserve Fund. For the avoidance nf
doubt, "available coverage" means the coverage then available for disbursement pursuant tothe
terms of the applicable alternative credit instrument without regard hn the legal nr financial ability or
willingness cf the provider of such instrument 8»honor a claim ur draw thereon or the failure nfsuch
provider Um honor any such claim ordraw.
6� If the Issuer shall fail to pay any Policy Costs in accordance with the requirements of the Authorizing
Document and this Agreement, the Insurer shall be entitled to exercise any and all legal and
equitable remedies availab to it, including those provided under the Author Document, other
than (i) acceleration of the maturity of the Bondy or (ii) remedies which would adversely affect
owners of the Bonds.
7� The Authorizing Document shall not be discharged until all Policy Costs owing to the Insurer shall
have been paid |nfull. The Issuer's obligation Um pay such amounts shall expressly survive payment
in Ul of the Bonds,
K In order to secure the Issuer's payment obligations with respect to the Policy Costs, there is hereby
granted and perfected in favor of the Insurer a security interest (subordinate only to that of the
owners of the Bonds) in all revenues and collateral pledged as security for the Bonds.
9. Policy Costs due and owing shall be included in debt service requ f purposes of
calculation of the additional bonds test and t rate coven in the Authorizing Documen
10, The Trustee shall ascertain the necessity for o claim upon the Reserve Policy in accordance with
the prov uf paragraph 5hereof and shall prov notice ho the Insurer |n accordance with the
terms ofthe R*aemo Policy at least five business days prior to each date upon which interest or
principal is due on the Bonds. vYhena deposits are required to be made by the Issuer with the
Trustee to the debt service fund for the Bonds more often than semi-annually, the Trustee shall give
notice to the Insurer of any failure of the Issuer to make timely payment in full of such deposits
within two business days of the date due.
11, The Issuer will pay mreimburse the Insurer, to the extent permitted by law, and solely from
amounts pledged ur available hn pay the Bonds, any and all charges, fees, costs, losses, liabilities
and expenses which the Insurer may pay or incur, |nduding, but not limited to, fees and expenses
of e¢urneys, accountants, consultants and auditors and reasonable costs of inmymbgaUonn, in
connection with (i) any accounts established to facilitate payments under the Reserve Policy, (ii) the
mdminieVrahon, enhonmmont, defense or preserva of any rights in respect of this Agreement or
any document executed in connection with the Bonds (the "Related Documents~), including
defending, monitoring or participating in any litigation or proceeding (including any bankruptcy
proceeding in respect of the Issuer) relating to this Agreement or any other Related Document, any
party to this Agreement or any other Related Document or the transaction contemplated by the
Related Documents, (fli) the foreclosure against, safe or other disposition of any collateral securing
any obligations under this Agreement orany other Related Cmoumant, if any, or the pursuit ofany
remedies under any other Related Document, to the extent such omytm and expenses are not
recovered from such hoem)oaunm, sale m/ other disposition, (|v) any amendment, waiver or other
action with respect to, or related to this Agreement, the Reserve Policy or any other Related
Document whether or not executed or umnp(eted, or (v) any action taken by the Insurer to ouna e
default or h*nnbnaUmm or similar event (or to mitigate the offeoL thoroo0 under any Related
Document; costs and expenses uhe|| include a reasonable e||ocoUnn of compensation and
overhead attributable to time of employees of the |nouxn spent in connection with the actions
described in clauses (ii)-(v) above. The insurer reserves the right 10 charge a reasonable fee aaa
EXHIBIT E-2
Page 3 of 3
condition to executing any amendment, waiver m consent proposed in respect of this Agreement or
any other Related Document Amounts payable by the Issuer hereunder ohoU bear interest oUt
Late Payment Rate from the date such amount is paid or incurred by the Insurer until the date the
Insurer is paid in full.
12. The obligation nf the Issuer to pay all amounts due under this Agreement shall bean absolute and
unconditional obligation of the Issuer and will be paid or performed strictly in accordance with this
Agreemen irrespective of (i) any lack of validity or enforceability of or any amendment or other
modifications uC or waiver with respect to the Bonds or any Related Document, or (ii) any
amendment or other modification of, or waiver with respect to the Reaoma Policy; (iii) any
nxchange, release or non-perfection uf any security interest in property securing the Bonds, this
Agreement or any Related Documents; (iv) whether or not such Bonds are contingent or matured,
disputed or undisputed, liquidated or unliquidated; (v) any amendment, modification or waiver of or
any consent 8a departure from this Agreement, the Reserve Policy or all or any of the Related
Documents; (vi) the existence of any claim, oekdt defense (other than the defense of payment in
full), reduction, abatement or other right which the Issuer may have at any time against the Trustee
or any other person or entity other than the Insurer, whether inoonneoVoowdb0hioAgnmnaont.{he
transactions contemplated herein or in the Related Documents or any unrelated transactions; (vii)
any statement or any other document presented under or in connection with the Reserve Policy
proving in any and all respects invalid, inaccurate, insufficient, fraudulent or forged or any statement
W`*min being untrue or inaccurate in any respect; or (viii) any payment by the Insurer under the
Renmmo Policy against pemonreUoo of a certificate or other document which dnme not stric
comply with the terms mf the Reserve Policy.
11 Notices mthe Insurer shall be sent to the following address (or such other address as the Insurer
may designate invritin0): Assured Guaranty Municipal Corp. (formedyknovmmmuF|mando|Socurity
Assurance Inc.), 31 West 52nd Street, New York, New York 10019 Attention: FUek Management
Department Public Finance— Surveillance, Re: Policy No.
14. K any one mmore of the agreements, provisions or terms of this Agreement shall be for any reason
whatsoever Meld invalid, than such agreements, provisions or terms shall be deemed severable
from the remaining agreements, provisions or terms of this Agreement and shall in no way affect the
validity or enforceability of the other provisions o[ this Agreement.
15� All capitalized terms used herein and not otherwise defined shall have the meanings ascribed to
them /n the Authorizing Dooumant-
16. This Agreement may be executed in counterparts, each of which alone and all of which together
shall be deemed one original Agreement.
1T This Agreement and the rights and obligations of the parties of the Agreement shall be governed
by and construed and interpreted in accordance with the laws of the State of New York.
IN WITNESS WHEREOF, the parties hereto have set their hands anof the date written above.
Title
ASSURED GUARANTY MUNICIPAL CORP
(FORMERLY KNOWN AS FINANCIAL SECURITY
ASSURANCE INC.)
in
Authorize Office
ISSUER:
BONDS:
Effective Date:
Premium:
Termination Date:
ASSURED GUARANTY MUNICIPAL CORP. ;(FORMERLY KNOWN AS FINANCIAL
SECURITY ASSURANCE INC,) ('AGM"), for consideration received, hereby UNCONDITIONALLY AND
IRREVOCABLY agrees to pay to the trustee (the "Trustee or paying agent (the "Paying Agent`) as set
forth in the documentation (the "Bond Document providing for the issuance of and securing the Bonds,
for the benefit of the Owners, subject only to the terms of this Policy (which includes each endorsement
hereto), that portion of the principal of and interest on the Bonds that shall become Due for Payment but
shall be unpaid by reason of Nonpayment by the Issuer.
AGM will make payment as provided in this Policy to the Trustee or Paying Agent on the later of
the Business Day on which such principal and interest becomes Due for Payment or the Business Day
next following the Business Day on which AGNI shall have received Notice of Nonpayment, in a four:
reasonably satisfactory to it. A Notice of Nonpayment will be deemed receivers on a given Business Day if
it is received prior to 1:00 p.m. (New York time)_ on such Business Day: otherwise, it will be deemed
received on the next Business Day. If any Notice of Nonpayment received by AGM is incomplete, it shall
be deemed not to have been received by AGM for purposes of the preceding sentence and AGM shall
promptly so advise the Trustee, Paying Agent or issuer, as appropriate, who may submit an amended
Notice of Nonpayment. Payment by AGM to the Trustee or Paying Agent for the benefit of the Owners
shall, to the extent thereof, discharge the obligation of AGM under this Policy, Upon such payment, AGM
shall become entitled to reimbursement of the amount so paid (together with interest and expenses)
pursuant to the Insurance Agreement.
The amount available under this Policy for payment shall not exceed the Policy Limit. The
amount available at any particular time to be paid to the Trustee or Paying Agent under the terms of this
Policy shall automatically be reduced by any payment under this Policy. However, after such payment, the
amount available under this Policy shall be reinstated in futl or in part, but only up to the Policy Limit, to the
extent of the reimbursement of such payment (exclusive of interest and expenses) to AGM by or on behalf
of the Issuer. Within three Business Days of such reimbursement. AGM shall provide the Trustee, the
Paying Agent and the Issuer with notice of the reimbursement and reinstatement.
Payment under this Policy shall not be available with respect to (a) any Nonpayment that occurs
prior to the Effective Date or after the Termination Date of this Policy or (b) Bonds that are not outstanding
under the Bond Document, if the amount payable under this Policy is also payable under another
insurance policy or surety bond insuring the Bonds, payment first shall be made ender this Policy to the
extent of the amount' available under this Policy up to the Policy Limit. In no event shalt AGM incur
duplicate liability for the same amounts owing with respect to the Bonds that are covered under this Policy
and any other insurance policy or surety bond that AGM has issued.
Except to the extent expressly modified by an endorsement hereto, the following terms shall have
the meanings specified for all purposes of this Policy. "Business Day" means any day other than (a) a
Saturday or Sunday or (b) a day on which banking institutions in the State of New York are, or the Insurer's
Fiscal Agent is, authorized or required by law or executive order to remain closed. "Due for Payment"
means (a) when referring to the principal of a Bond, payable on the stated maturity date thereof or the date
on which the same shall have been duly called for mandatory sinking fund redemption and does not refer
to any earlier date on which payment is due by reason of call for redemption (other than by mandatory
sinking fund' redemption), acceleration or other advancement of maturity unless AGM shall elect, in
its sole discretion, to pay such principal due upon such acceleration together with any accrued
interest to the date of acceleration and (b) when referring to interest on a Bond, payable on the
Page 2 of 2
Policy No.
stated date for payment of interest, "Insurance Agreement" means the Insurance Agreement dated as of
the effective date hereof in respect of this Policy, as the same may be amended or supplemented from time
to time. "Nonpayment means, in respect of a Bond, the failure of the Issuer to have provided sufficient
funds to the Paying Agent for payment in full of all principal and interest that is Due for Payment on such
Bond. "Nonpayment" shall also include, in respect of a Bond, any payment of principal or interest that is
Due for Payment made to an Owner by or on behalf of the Issuer that has been recovered from such Owner
pursuant to the United States Bankruptcy Code by a trustee in bankruptcy in accordance with a final,
nonappealable order of a court having competent jurisdiction. "Notice" means telephonic or telecopied
notice, subsequently confirmed in a signed writing, or written notice by registered or certified mail, from the
Issuer, the Trustee or the Paying Agent to AGM which notice shall specify (a) the person or entity mak;ng
the claim, (b) the Policy Number, (c) the claimed amount and (d) the date such claimed amount became
Due for Payment. "Owner" means, in respect of a Bond, the person or entity who, at the time of
Nonpayment, is entitled under the terms of such Bond to payment of principal or interest thereunder, except
that "Owner" shall not include the Issuer or any person or entity whose direct or indirect obfigation
constitutes the underlying security for the Bonds. "Policy Limit' shall be the dollar amount of the debt
service reserve fund required to be maintained for the Bonds by the Bond Document from time to time (the
"Debt Service Reserve Requirement"), but in no event shall the Policy Limit exceed Sf 1. The Policy Limit
shall automatically and irrevocably be reduced from time to time by the amount of each reduction in the
Debt Service Reserve Requirement, as provided in the Bond Document.
AGM may appoint a fiscal agent (the "Insurers Fiscal Agent") for purposes of this Policy by giving
written notice to the Trustee and the Paying Agent specifying the name and notice address of the Insurer's
Fiscal Agent. From and after the date of receipt of such notice by the Trustee and the Paying Agent, (a)
copies of all notices required to be delivered to AGM pursuant to this Policy shall be simultaneously
delivered to the Insurers Fiscal Agent and to AGM and shall not be deemed received until received by both
and (b) all payments required to be made by AGM under this Policy may be made directly by AGM or by the
Insurer's Fiscal Agent on behalf of AGM, The Insurer's Fiscal Agent is the agent of AGM only and the
Insurer's Fiscal Agent shalt in no event be liable to any Owner for any act of the Insurer's Fiscal Agent or
any failure of AGM to deposit or cause to be deposited sufficient funds to make payments due under this
Policy.
To the fullest extent permitted by applicable law, AGM agrees not to assert, and hereby waives, only
for the benefit of each Owner, all rights (whether by counterclaim, setoff or otherNise) and defenses
(including, without limitation, the defense of fraud), whether acquired by subrogation, assignment or
otherwise to the extent that such rights and defenses may be available to AGM to avoid payment of its
obligations under this Policy in accordance with the express provisions of this Policy,
This Policy sets forth in full the undertaking of AGM, and shall not be modified, altered or affected by
any other agreement or instrument, including any modification •or amendment thereto. Except to the extent
expressly modified by an endorsement hereto. (a) any premium paid in respect of this Policy is
nonrefundable for any reason whatsoever, including payment, or provision being made for payment, of the
Bonds prior to maturity and (b) this Policy may not be cancelled or revoked, THIS POLICY IS NOT
COVERED BY THE PROPERTY/CASUALTY INSURANCE SECURITY FUND SPECIFIED IN ARTICLE
76 OF THE NEW YORK INSURANCE LAW.
In witness whereof, ASSURED GUARANTY MUNICIPAL CORP. (FORMERLY KNOWN AS
FINANCIAL SECURITY ASSURANCE INC.) has caused this Policy to be executed on its behalf by its
Authorized Officer,
ASSURED GUARANTY MUNICIPAL CORP.
(FORMERLY KNOWN AS FINANCIAL
SECURITY ASSURANCE INC.)
By
Authorized Officer
A subsidiaaof Financial Security Assurance Holdings Inc. (212) 826-0100
31 West 52 o Street, New York, N.Y. 10019
Form 501 NY (6/90)
PROCEDURES FOR PREMIUM PAYMENT TO
ASSURED GUARANTY MUNICIPAL CORP.
(FORMERLY KNOWN AS FINANCIAL SECURITY ASSURANCE
AGM's issuance of its municipal bond insurance policy at bond closing is contingent upon
payment and receipt of the premium. NO POLICY MAY BE RELEASED UNTIL PAYMENT OF
SUCH AMOUNT HAS BEEN CONFIRMED. Set forth below are the procedures to be followed
for confirming the amount of the premium to be paid and for paying such amount:
Confirmation of
Amount to be Paid: Upon determination of the final debt service schedule, fax
such schedule to AGM
Attention: Jim Doyle, Director
Phone No.: (212) 339-3462
Fax No.: (212) 857-0354
Confirm with AGM's credit analyst that you are in agreement with respect to par and
premium on the transaction prior to the closing date.
Payment Date: Date of Delivery of the insured bonds.
Method of Payment: Wire transfer of Federal Funds.
Wire Transfer Instructions:
Bank:
ABA#:
Acct, Name:
Account No.:
Transaction No.:
The Bank of New York
021 000018
Assured Guaranty Municipal Corp.
(formerly known as Financial
Security Assurance Inc.)
9900297263
117768
AGM will accept as confirmation of the premium payment a wire transfer number and the name of the
sending bank, to be communicated on the closing date to Erika Paredes-Reboucas, Closing Coordinator,
{29 2) 893-2706.
W4 Is I 1 1 11 v 0 a
PRELIMINARY OFFICIAL STATEMENT
t
See Tab
HOU:3002985.5
EXHIBIT G
OFFICIAL STATEMENT
See Tab
HOU:3002985.5
EXHIBIT H
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Article X of this Ordinance:
Annual Financial Statements and Operating Data
The financial information and operating data with respect to the City to be provided
annually in accordance with such Article are as specified below:
1. The financial statements of the City for the most recently concluded fiscal year.
Accounting Principles
The accounting principles referred to in Article X are the accounting principles described
in the notes to the financial statements referred to in paragraph I above.
HOU:3002985,5
EXHIBIT I
REFUNDED BONDS
2
HOU:3002985.5
Redemption
Redemption
Name
Maturities
Amount
Price
Date
City of Pearland, Texas
9/1/2012
$255,000
100%
91112011
Water and Sewer System
9/l/2013
270,000
100
9/1/2011
Revenue Bonds, Series 2001
9/1/2014
290,000
100
9/1/2011
9/l/2015
300,000
100
9/l/2011
9/1/2016
320,000
100
9/1/2011
9/l/2017
340,000
100
9/l/2011
9/1/2018
365,000
100
9/1/2011
9/l/2019
390,000
100
9/l/2011
9/l/2020
420,000
100
9/l/2011
9/l/2021
1,730,000
100
9/l/2011
9/l/2022
1,825,000
100
9/l/2011
9/1/2023
1,925,000
100
9/1/2011
2
HOU:3002985.5