Ord. 1452 2011-08-22THE STATE OF TEXAS
COUNTIES OF BRAZORIA AND HARRIS
CITY OF PEARLAND
follows:
CERTIFICATE FOR ORDINANCE
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I, the undersigned officers of the City of Pearland, Texas (the "City hereby certify as
1. The City Council of the City convened in a regular meeting on August 22, 2011, 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 Mayor
Woodrow "Woody" Owens Councilmember
Scott Sherman Councilmember
Susan Sherrouse Couneilmember
Felicia Harris Councilmember
Ed Thompson Councilmember
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 THE ISSUANCE OF CITY OF PEARLAND, TEXAS
CERTIFICATES OF OBLIGATION, SERIES 2011; PRESCRIBING THE TERMS AND
FORM THEREOF; PROVIDING FOR THE PAYMENT OF THE PRINCIPAL THEREOF
AND INTEREST THEREON; AWARDING THE SALE THEREOF; MAKING OTHER
PROVISIONS REGARDING SUCH CERTIFICATES, INCLUDING USE OF THE
PROCEEDS THEREOF, AND MATTERS INCIDENT 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; and, 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: 0
2. That a true, full and correct copy of the Ordinance adopted at the meeting described in
the above and foregoing paragraph is attached to and follows this certificate; that the Ordinance has been
duly recorded in the City Council's minutes of such meeting; that the above and foregoing paragraph is a
true, full and correct excerpt from the City Council's minutes of such meeting pertaining to the adoption
of the Ordinance; that the persons named in the above and foregoing paragraph are the duly chosen,
qualified and acting officers and members of the City Council as indicated therein; that each of the
officers and members of the City Council was duly and sufficiently notified officially and personally, in
advance, of the date, hour, place and subject of the aforesaid meeting, and that the Ordinance would be
introduced and considered for adoption at such meeting, and each of such officers and members
consented, in advance, to the holding of such meeting for such purpose; that such meeting was open to the
public as required by law; and that public notice of the date, hour, place and subject of such meeting was
given as required by the Open Meetings Law, Chapter 551, Texas Government Code
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SIGNED AND SEALED this August Da, 2011.
Mayor
CITY OF PEARLAND, TEXAS
HOU:3141443.7
ORDINANCE NO. 1452
ORDINANCE AUTHORIZING THE ISSUANCE OF CITY OF PEARLAND, TEXAS
CERTIFICATES OF OBLIGATION, SERIES 2011; PRESCRIBING THE TERMS AND
FORM THEREOF; PROVIDING FOR THE PAYMENT OF THE PRINCIPAL THEREOF
AND INTEREST THEREON; AWARDING THE SALE THEREOF; MAKING OTHER
PROVISIONS REGARDING SUCH CERTIFICATES, INCLUDING USE OF THE
PROCEEDS THEREOF, AND MATTERS INCIDENT THERETO; AND DECLARING AN
EMERGENCY
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF PEARLAND,
TEXAS:
ARTICLE I
FINDINGS AND DETERMINATIONS
Section 1.1: Findings and Determinations. The City Council hereby officially finds
and determines that:
(a) The City of Pearland, Texas (the "City acting through its City Council, is
authorized pursuant to and in accordance with the provisions of Texas Local Government Code,
Chapter 271, Subchapter C, as amended (the "Act to issue certificates of obligation to provide
all or part of the funds to pay contractual obligations to be incurred for the construction of public
works and the purchase of materials, supplies, equipment, machinery, buildings, land and rights
of -way for authorized needs and purposes and for the payment of contractual obligations for
professional services, to wit: (i) the extension of Kirby Drive from South Entry Drive to County
Road 59, including storm sewers and a new traffic signal, and (ii) professional services rendered
in connection with the above listed projects.
(b) The City Council authorized the publication of a notice of intention to issue
Certificates of Obligation, Series 2011 (the "Certificates to the effect that the City Council was
tentatively scheduled to meet at 7:30 p.m. on August 22, 2011 at its regular meeting place to
adopt an ordinance authorizing the issuance of the Certificates to be payable from (i) an ad
valorem tax levied, within the limits prescribed by law, on the taxable property located within
the City, and (ii) the revenues to be derived from the City's water and sewer system (the
"System after the payment of all operation and maintenance expenses thereof (the "Net
Revenues in an amount not to exceed $10,000, to the extent that ad valorem taxes are ever
insufficient or unavailable for such purposes, provided that the pledge of Net Revenues is and
shall be junior and subordinate in all respects to the pledge of Net Revenues to the payment of
any obligation of the City, whether authorized heretofore or hereafter, which the City designates
as having a pledge senior to the p ledge of the Net Revenues to the payment of the Certificates.
(c) Such notice was published at the times and in the manner required by the Act.
(d) No petition signed by at least five percent (5 of the qualified voters of the City
has been filed with or presented to any official of the City protesting the issuance of such
Certificates on or before August 22, 2011, or the date of passage of this Ordinance.
(e) The City has determined that it is in the best interests of the City and that it is
otherwise desirable to issue the Certificates to provide all or part of the funds to pay contractual
obligations to be incurred for the purposes authorized by the Act.
ARTICLE II
DEFINITIONS AND INTERPRETATIONS
Section 2.1: Definitions. As used herein, the following teens shall have the meanings
specified, unless the context clearly indicates otherwise:
"Act" shall mean Texas Local Government Code, Chapter 271, Subchapter C, as
amended.
"Attorney General" shall mean the Attorney General of the State of Texas.
"Certificate" or "Certificates" shall mean any or all of the City of Pearland, Texas
Certificates of Obligation, Series 2011, authorized by this Ordinance.
"City" shall mean the City of Pearland, Texas and, where appropriate, its City Council.
"City Council" shall mean the governing body of the City.
"Code" shall mean the internal Revenue Code of 1986, as amended.
"Comptroller" shall mean the Comptroller of Public Accounts of the State of Texas.
"Debt Service Fund" shall mean the Certificates of Obligation, Series 2011 Debt Service
Fund established by the City and described in section 5.2 of this Ordinance.
"Fiscal Year" shall mean the City's then designated fiscal year, which currently is the
twelve -month period beginning on the first day of October of a calendar year and ending on the
last day of September of the next succeeding calendar year and each such period may be
designated with the number of the calendar year in which such period ends.
"Interest Payment Date," when used in connection with any Certificate, shall mean
March 1 2012, and each September 1 and March 1 thereafter until maturity or earlier redemption
of such Certificate.
hereto.
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"MSRB" means the Municipal Securities Rulernaking Board.
"Ordinance" shall mean this Ordinance and all amendments hereof and supplements
"Outstanding when used with reference to the Certificates, shall mean, as of a particular
date, all Certificates theretofore and thereupon delivered pursuant to this Ordinance except: (a)
any Certificates canceled by or on behalf of the City at or before such date; (b) any Certificates
defeased pursuant to the defeasance provisions of this Ordinance or otherwise defeased as
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permitted by applicable law; and (c) any Certificates in lieu of or in substitution for which a
replacement Certificate shall have been delivered pursuant to this Ordinance.
"Paying Agent /Registrar" shall mean Compass Bank, an Alabama banking corporation,
and its successors in that capacity.
"Paying Agent /Registrar Agreement" shall mean the agreement between the City and the
Paying Agent/Registrar as described more particularly in Section 6.1 hereof
"Purchaser" shall mean the entity or entities specified in Section 7.1 hereof
"Record Date" shall mean the close of business on the 15 day of the calendar month
immediately preceding the applicable Interest Payment Date.
"Register" shall mean the registration books for the Certificates kept by the Paying
Agent/Registrar in which are maintained the names and addresses of, and the principal amounts
registered to, each Registered Owner of Certificates.
"Registered Owner" shall mean the person or entity in whose name any Certificate is
registered in the Registet.
"Rule" means SEC Rule 15c2 -12, as amended from time to tine.
"SEC" means the United States Securities and Exchange Commission.
Section 2.2: Interpretations. All teuus defined herein and all pronouns used in this
Ordinance shall be deemed to apply equally to singular and plural and to all genders. The titles
and headings of the articles and sections of this Ordinance have been inserted for convenience of
reference only and are not to be considered a part hereof and shall not in any way modify or
restrict any of the terms or provisions hereof. This Ordinance and all the terms and provisions
hereof shall be liberally construed to effectuate the purposes set forth herein and to sustain the
validity of the Certificates and the validity of the levy of ad valorem taxes to pay the principal of
and interest on the Certificates.
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ARTICLE III
TERMS OF THE CERTIFICATES
Section 3.1: Amount, Purpose and Authorization. The Certificates shall be issued in
fully registered form, without coupons, under and pursuant to the authority of the Act in the total
authorized aggregate principal amount of TWO MILLION NINETY FIVE THOUSAND AND
NO /100 DOLLARS ($2,095,000) for the purpose of providing all or part of the funds to pay
contractual obligations to be incurred for the purposes described in paragraph 1.1(a) hereof.
Section 3.2: Designation, Date and Interest Payment Dates. The Certificates shall be
designated as the "City of Pearland, Texas Certificates of Obligation, Series 2011," and shall be
dated September 1, 2011. The Certificates shall bear interest at the rates set forth in Section 3.3
below, from the later of the Issuance Date or the most recent Interest Payment Date to which
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interest has been paid or duly provided for, calculated on the basis of a 360 -day year of twelve
30 -day months, payable on March 1, 2012, and each September 1 and March 1 thereafter until
maturity or earlier redemption.
If interest on any Certificate is not paid on any Interest Payment Date and continues
unpaid for thirty (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 affected Registered Owner as of
the close of business on the day prior to mailing of such notice.
Section 3.3: Number, Denomination, Interest Rates and Maturities. The Certificates
shall be initially issued bearing the number R -1, shall be in the denomination of $100,000 and
any multiples of $5,000 in excess thereof, and shall be payable in installments of principal
amount as set forth in the following schedule, and shall bear interest at the rate of 2.090
Principal on the Certificates shall mature in installments on each of the dates as set out in the
following schedule:
Payment Date Principal
(March 1) Amount
2012 $210,000
2013 210,000
2014 210,000
2015 210,000
2016 210,000
2017 205,000
2018 210,000
2019 210,000
2020 210,000
2021 210,000
Section. 3.4: Redemption Prior to Maturity. (a) Optional Redemption. The Certificates
maturing on and after March 1, 2017 are subject to redemption prior to maturity, at the option of
the City, in whole or in part, on March 1, 2016, or any date thereafter, at par plus accrued interest
to the date fixed for redemption.
(b) Certificates may be redeemed in part only in integral multiples of $5,000. If a
Certificate subject to redemption is in a denomination larger than $5,000, a portion of such
Certificate may be redeemed, but only in integral multiples of $5,000. In selecting portions of
Certificates for redemption, each Certificate shall be treated as representing that number of
Certificates of $5,000 denomination which is obtained by dividing the principal amount of such
Certificate by $5,000. Upon presentation and surrender of any Certificate for redemption in part,
the Paying Agent /Registrar, in accordance with the provisions of this Ordinance, shall
authenticate and deliver in exchange therefor a Certificate or Certificates of like maturity and
IHOU:3141443.7
interest rate in an aggregate principal amount equal to the unredeemed portion of the Certificate
so suiTendered.
(c) Notice of any redemption, identifying the Certificates or portions thereof' to he
redeemed, shall be sent by United States mail, first class, postage prepaid, to the Registered
Owners thereof at their addresses as shown on the Register, not less than thirty (30) clays before
the date fixed for such redemption. By the date fixed for redemption, due provision shall be
made with the Paying Agent /Registrar for the payment of the redemption price of the Certificates
called for redemption. If such notice of redemption is given, and if due provision for such
payment is made, all as provided above, the Certificates which are to be so redeemed thereby
automatically shall be redeemed prior to their scheduled maturities, they shall not bear interest
after the date fixed for redemption, and they shall not be regarded as being Outstanding except
for the purpose of being paid with the funds so provided for such payment.
Section 3.5: Manner of Payment, Characteristics, Execution and Authentication. The
Paying Agent/Registrar is hereby appointed the paying agent for the Certificates. The
Certificates shall be payable, shall have the characteristics and shall be executed, sealed,
registered and authenticated, all as provided and in the manner indicated in the FORM OF
CERTIFICATES set forth in Article IV of this Ordinance. If any officer of the City whose
manual or facsimile signature shall appear on the Certificates shall cease to be such officer
before the authentication of the Certificates or before the delivery of the Certificates, 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 back of the Certificates over the certification of the City Secretary, which
may be executed in facsimile. No CUSIP numbers will be obtained. However, the Purchaser
retains the right to require the Issuer to obtain CUSIP numbers solely for the purposes of
pledging the Certificates to The U.S. Federal Reserve Bank. Any errors or omissions in the
printing of either the opinion or the CUSIP numbers shall have no effect on the validity of the
Certificates.
Section 3.6: Authentication. Except for the Certificates to be initially issued, which
need not be authenticated by the Registrar, only such Certificates as shall bear thereon a
certificate of authentication, substantially in the form provided in Article IV 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
drily executed certificate of authentication shall be conclusive evidence that the Certificate so
authenticated was delivered by the Paying Agent /Registrar hereunder.
Section 3.7: Ownership, The City, the Paying Agent /Registrar and any other person
may treat the person in whose name any Certificate is registered as the absolute owner of such
Certificate for the purpose of making and receiving payment of the principal thereof and interest
thereon and for all other purposes, whether or not such Certificate 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 Registered Owner of any Certificate in
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accordance with this Section shall be valid and effective and shall discharge the liability of the
City and the Paying Agent /Registrar upon such Certificate to the extent of the sums paid.
Section 3.8: Registration, Transfer and Exchange. The Paying Agent /Registrar is
hereby appointed the registrar for the Certificates. So long as any Certificate remains
Outstanding, the Paying Agent /Registrar shall keep the Register at its office in Houston, Texas in
which, subject to such reasonable regulations as it may prescribe, the Paying Agent /Registrar
shall provide for the registration and transfer of the Certificates in accordance with the terms of
this Ordinance.
Each Certificate shall be transferable only upon the presentation and surrender thereof at
the principal corporate trust office of the Paying Agent/Registrar, accompanied by an assignment
duly executed by the Registered Owner or his authorized representative in form satisfactory to
the Paying Agent /Registrar. Upon due presentation of any Certificate for transfer, the Paying
Agent /Registrar shall authenticate and deliver in exchange therefor, within seventy -two (72)
hours after such presentation, a new Certificate or Certificates, registered in the name of the
transferee or transferees, in authorized denominations and of the same maturity and aggregate
principal amount and bearing interest at the same rate as the Certificate or Certificates so
presented and surrendered.
All Certificates shall be exchangeable upon the presentation and surrender thereof at the
principal corporate trust office of the Paying Agent/Registrar for a Certificate or Certificates,
maturity and interest rate and in any authorized denomination, in an aggregate principal amount
equal to the unpaid principal amount of the Certificate or Certificates presented for exchange.
The Paying Agent /Registrar shall be and is hereby authorized to authenticate and deliver
exchange Certificates in accordance with the provisions of this Section. Each Certificate
delivered by the Paying Agent /Registrar in accordance with this Section shall be entitled to the
benefits and security of this Ordinance to the sane extent as the Certificate or Certificates in lieu
of which such Certificate is delivered.
All Certificates issued in transfer or exchange shall be delivered to the Registered
Owners thereof' at the principal corporate trust office of the Paying Agent /Registrar or sent by
United States mail, first class, postage prepaid.
The City or the Paying Agent /Registrar may require the Registered Owner of any
Certificate 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 Certificate. 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 Certificate
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 Certificate called
for redemption in part.
Section 3.9: Replacement Certificates. Upon the presentation and surrender to the
Paying Agent /Registrar of a damaged or mutilated Certificate, the Paying Agent /Registrar shall
I IOU3 [41443,7
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authenticate and deliver in exchange therefor a replacement Certificate, of the same maturity,
interest rate and principal amount, bearing a number not contemporaneously outstanding. The
City or the Paying Agent /Registrar may require the Registered Owner of such Certificate 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 and the City.
If any Certificate is lost, apparently destroyed or wrongfully taken, the City, pursuant to
the applicable laws of the State of Texas and ordinances of the City, and in the absence of notice
or knowledge that such Certificate has been acquired by a bona fide purchaser, shall execute, and
the Paying Agent /Registrar shall authenticate and deliver, a replacement Certificate of the same
maturity, interest rate and principal amount, bearing a number not contemporaneously
outstanding, provided that the Registered 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 Certificate;
(b) furnished such security or indemnity as may be required by the Paying
Agent /Registrar and the City to save and hold 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 Certificate, a bona fide purchaser of the original
Certificate in lieu of which such replacement Certificate was issued presents for payment such
original Certificate, the City and the Paying Agent /Registrar shall be entitled to recover such
replacement Certificate 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 Certificate has
become or is about to become due and payable, the City in its discretion may, instead of issuing a
replacement Certificate, authorize the Paying Agent /Registrar to pay such Certificate.
Each replacement Certificate delivered in accordance with this Section shall be entitled to
the benefits and security of this Ordinance to the same extent as the Certificate or Certificates in
lieu of which such replacement Certificate is delivered.
Section 3.10: Cancellation. All Certificates paid or redeemed in accordance with this
Ordinance, and all Certificates in lieu of which exchange Certificates or replacement Certificates
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 periodically furnish the City with certificates of destruction of such Certificates.
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FORM OF CERTIFICATES
The Certificates, including the Form of Comptroller's Registration Certificate, Fonn of
Paying A.gent /Registrar Authentication Certificate, and Fomr of Assignment, shall be in
substantially the form set forth in Exhibit A hereto, with such omissions, insertions and
variations as may be necessary or desirable, and not prohibited by this Ordinance.
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ARTICLE IV
ARTICLE V
SECURITY FOR THE CERTIFICATES
Section 5.1: Pledge and Levy of Taxes and Revenues. (a) To provide for the payment
of principal of and interest on the Certificates, there is hereby levied, within the limits prescribed
by law, for the current year and each succeeding year thereafter, while the Certificates or any
part of the principal thereof and the interest thereon remain outstanding and unpaid, an ad
valorem tax upon all taxable property within the City sufficient to pay the interest on the
Certificates and to create and provide a sinking fund of not less than 2% of the principal amount
of the Certificates or not less than the principal payable out of such tax, whichever is greater,
with full allowance being made for tax delinquencies and the costs of tax collection, and such
taxes, when collected, shall be applied to the payment of principal of and interest on the
Certificates by deposit to the Debt Service Fund and to no other purpose.
(b) The City hereby declares its purpose and intent to provide and levy a tax legally
sufficient to pay the principal of and interest on the Certificates, it having been determined that
the existing and available taxing authority of the City for such purpose is adequate to permit a
legally sufficient tax. As long as any Certificates remain outstanding, all moneys on deposit in,
or credited to, the Debt Service Fund shall be secured by a pledge of security, as provided by law
for cities in the State of Texas.
(c) In addition, pursuant to the authority of Chapter 1502, Texas Government Code,
as amended, the City also hereby pledges the revenues to be derived from the City's water and
sewer system, after the payment of all operation and maintenance expenses thereof (the "Net
Revenues in an amount not to exceed $10,000, to the payment of the principal of and interest
on the Certificates, provided that the pledge of Net Revenues is and shall be junior and
subordinate in all respects to the pledge of Net Revenues to the payment of any obligation of the
City, whether authorized heretofore or hereafter, which the City designates as having a pledge
senior to the pledge of the Net Revenues to the payment of the Certificates. The City also
reserves the right to issue, for any lawful purpose at any time, in one or more installments,
bonds, certificates of obligation and other obligations of any kind, secured in whole or in part by
a pledge of Net Revenues, that may be prior and superior in right to, on a parity with, or junior
and subordinate to the pledge of Net Revenues securing the Certificates.
(d) The City hereby appropriates from current funds on hand and legally available
therefor, funds sufficient, when added to the accrued interest received from the sale of the
Certificates, to pay the interest on the Certificates payable on March 1, 2012.
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Section 5.2: Debt Service Fund. The Certificates of Obligation, Series 2011 Debt
Service Fund (the "Debt Service Fund is hereby created as a special fund solely for the benefit
of the Certificates. The City shall establish and maintain such fund at an official City depository
and shall keep such fiend separate and apart from all other funds and accounts of the City. Any
amount on deposit in the Debt Service Fund shall be maintained by the City in trust for the
Registered Owners of the Certificates. Such amount, plus any other amounts deposited by the
City into such fund and any and all investment earnings on amounts on deposit in such fund,
shall be used only to pay the principal of, premium, if any, and interest on the Certificates.
Section 5.3: Further Proceedings. After the Certificates to be initially issued have been
executed, it shall be the duty of the Mayor to deliver the Certificates to be initially issued and all
pertinent records and proceedings to the Attorney General for examination and approval. After
the Certificates to be initially issued shall have been approved by the Attorney General, they
shall be delivered to the Comptroller for registration. Upon registration of the Certificates to be
initially issued, the Comptroller (or a deputy lawfully designated in writing to act for the
Comptroller) shall manually sign the Comptroller's registration certificate prescribed herein to
be affixed or attached to the Certificates to be initially issued, and the seal of said Comptroller
shall be impressed, or placed in facsimile, thereon.
Section 6.1; Acceptance. Compass Bank, an Alabama banking corporation, is hereby
appointed as the initial Paying Agent/Registrar for the Certificates pursuant to the terms and
provisions of the Paying Agent /Registrar Agreement by and between the City and the Paying
Agent /Registrar. The Paying Agent /Registrar Agreement shall be substantially in the form
attached hereto as Exhibit B, the terms and provisions of which are hereby approved, and the
Mayor is 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
thereto and affix the City's seal. 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 any fees pursuant to the terms of any contract
between the Paying Agent/Registrar and the City and /or the deposits of money pursuant to this
Ordinance, shall be deemed to accept and agree to abide by the terms of this Ordinance.
Section 6.2: Trust Funds. All money transferred to the Paying Agent /Registrar in its
capacity as Paying Agent /Registrar for the Certificates under this Ordinance (except any sums
representing Paying Agent/Registrar's fees) shall be held in trust for the benefit of the City, shall
be the property of the City and shall be disbursed in accordance with this Ordinance.
Section 6.3: Certificates Presented. Subject to the provisions of Section 6.4, all
matured Certificates presented to the Paying Agent/Registrar for payment shall be paid without
the necessity of further instructions from the City. Such Certificates shall be canceled as
provided herein.
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ARTICLE VI
CONCERNING THE PAYING AGENT /REGISTRAR
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Section 6.4: Unclaimed Funds Held by the Paying Agent /Registrar. Funds held by the
Paying Agent/Registrar that represent principal of and interest on the Certificates remaining
unclaimed by the Registered Owner thereof 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 Registered Owners of the
Certificates by virtue of actions taken in compliance with this Section.
Section 6.5: Paying Agent/Registrar May Own Certificates. The Paying
Agent /Registrar in its individual or any other capacity, may become the owner or pledgee of
Certificates with the same rights it would have if it were not the Paying Agent /Registrar.
Section 6.6: Successor Paving Agents /Registrars. The City covenants that at all times
while any Certificates are Outstanding it will provide a legally qualified bank, trust company,
financial institution or other agency to act as Paying Agent/Registrar for the Certificates. The
City reserves the right to change the Paying Agent /Registrar for the Certificates 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 60 days prior to the next succeeding principal or interest payment date on
the Certificates. 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
United States mail, first class, 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 he deemed to have agreed to the provisions of this Ordinance.
Section 7.i: Sale of Certificates. The sale of the Certificates to Compass Bank, an
Alabama banking corporation (the "Purchaser at a price of the par value thereof is hereby
approved, in accordance with the terms of the Private Placement Letter presented to and hereby
approved by the City, 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.
Section 7.2: Approval, Registration and Delivery. The Mayor is hereby authorized to
have control and custody of the Certificates and all necessary records and proceedings pertaining
thereto pending their delivery, and the Mayor and other officers and employees of the City are
hereby authorized and directed to make such certifications and to execute such instruments as
may be necessary to accomplish the delivery of the Certificates and to assure the investigation,
examination and approval thereof by the Attorney General and the registration of the initial
1- IOU:3141443.7
ARTICLE VII
PROVISIONS CONCERNING SALE AND
APPLICATION OF PROCEEDS OF CERTIFICATES
t0
Certificates by the Comptroller. Upon registration of the Certificates, the Comptroller (or the
Comptroller's certificates clerk or an assistant certificates clerk lawfully designated in writing to
act for the Comptroller) shall manually sign the Comptroller's Registration Certificates
prescribed herein to be attached or affixed to each Certificates initially delivered and the seal of
the Comptroller shall be impressed or printed or lithographed thereon.
Section 7,3: Application of Proceeds of Certificates. Proceeds from the sale of the
Certificates shall, promptly upon receipt by the City, be applied as follows:
(1) Accrued interest, if any, shall be deposited into the Debt Service Fund created in
Section 5.2 of this Ordinance;
(2) A portion of the proceeds shall be applied to pay expenses arising in connection
with the issuance of the Certificates;
(3) The remaining proceeds shall be applied, together with other funds of the City, to
provide funds to pay contractual obligations to be incurred for the purposes set forth in Section
3.1 of this Ordinance.
Section 7.4: Tax Exemption. The City intends that the interest on the Certificates on
the Certificates 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 Certificates. For
this purpose, the City covenants that it will monitor and control the receipt, investment,
expenditure and use of all gross proceeds of the Certificates (including all property, the
acquisition, constriction or improvement of which is to be financed directly or indirectly with
the proceeds of the Certificates) 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 Certificates to be and remain excludable from the gross income, as defined in
Section 61 of the Code, of the owners of the Certificates for federal income tax purposes.
Without limiting the generality of the foregoing, the City shall comply with each of the following
covenants:
H00:3141443.7
(a) The City will use all of the proceeds of the Certificates to (i) provide funds for the
purposes described in Section 3.1 of this Ordinance, which will be owned and
operated by the City and (ii) to pay the costs of issuing the Certificates. The City
will not use any portion of the proceeds of the Certificates to pay the principal of
or interest or redemption premium on, any other obligation of the City or a related
person.
(b) The City will not directly or indirectly take any action, or omit to take any action,
which action or omission would cause the Certificates to constitute "private
activity bonds" within the meaning of Section 141(a) of the Code.
1 1
(c) Principal of and interest on the Certificates will be paid solely from ad valorem
taxes collected by the City, investment earnings on such collections, and as
available, proceeds of the Certificates.
(d) Based upon all facts and estimates now known or reasonably expected to be in
existence on the date the Certificates are delivered, the City reasonably expects
that the proceeds of the Certificates will not be used in a manner that would cause
the Certificates or any portion thereof to be an "arbitrage bond" within the
meaning of Section 148 of the Code.
(e)
(0
(g)
1-10U:3141 443.7
At all times while the Certificates are outstanding, the City will identify and
properly account for all amounts constituting gross proceeds of the Certificates in
accordance with the Regulations. The City will monitor the yield on the
investments of the proceeds of the Certificates 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 Certificates. To the extent
necessary to prevent the Certificates 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 Certificates to he less than the yield that is
materially higher than the yield on the Certificates.
The City will not take any action or knowingly omit to take any action that, if
taken or omitted, would cause the Certificates to be treated as "federally
guaranteed" obligations for purposes of Section 149(b) of the Code.
The City represents that not more than fifty percent (50 of the proceeds of the
Certificates will be invested in nonpurpose investments (as defined in Section
148(f)(6)(A) of the Code) having a substantially guaranteed yield for four years or
more within the meaning of Section 149(g)(3)(A)(ii) of the Code, and the City
reasonably expects that at least eighty -five percent (85 of the spendable
proceeds of the Certificates will be used to carry out the governmental purpose of
the Certificates within the three -year period beginning on the date of issue of the
Certificates.
(h) 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
Certificates, 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 Certificates 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 Certificate 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
12
(i)
all or a portion of any 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 Certificates 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
govennent of any delinquent amounts owed to it, interest thereon and any
penalty.
The City will not directly or 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 Certificates that might result in a reduction in
the amount required to be paid to the federal goverment because such
arrangement results in a 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 Certificates
not been relevant to either party.
(j) 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 Certificates on such form and in such place as the Secretary may
prescribe.
(k) The City will not issue or use the Certificates as part of an "abusive arbitrage
device" (as defined in Section 1.148 -10(a) of the Regulations). Without limiting
the foregoing, the Certificates 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.
Proper officers of the City charged with the responsibility for issuing the
Certificates are hereby directed to make, execute and deliver certifications as to
facts, estimates or circumstances in existence as of the date of issuance of the
Certificates and stating whether there are facts, estimates or circumstances that
would materially change the City's expectations. On or after the date of issuance
of the Certificates, the City will take such actions as are necessary and appropriate
to assure the continuous accuracy of the representations contained in such
certificates.
(1)
HOU:3 41443.7
(m) The covenants and representations made or required by this Section are for the
benefit of the Certificate holders and any subsequent Certificate holder, and may
be relied upon by the Certificate holders and any subsequent Certificate holder and
bond counsel to the City.
13
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 Certificates 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 6.5 shall survive the defeasance
and discharge of the Certificates for as long as such matters are relevant to the exclusion of
interest on the Certificates from the gross income of the owners for federal income tax purposes.
Section 7.5: Qualified Tax Exempt Obligations. The City hereby designates the
Certificates as "qualified tax- exempt obligations" as defined in Section 265(b)(3) of the Code.
With respect to such designation, the City represents the following: (a) that during the calendar
year 2011, the City (including all entities which issue obligations on behalf of the City), has not
designated nor will designate obligations, which when aggregated with the Certificates will
result in more than $10,000,000 of "qualified tax exempt obligations" being issued and (b) that
the City has examined its financing needs for the calendar year 2011 and reasonably anticipates
that the amount of bonds, leases, loans or other obligations, together with the Certificates and
any other tax exempt obligations heretofore issued by the City (plus those of all entities which
issue obligations on behalf of the City) during the calendar year 2011), when the higher of the
face amount or the issue price of each such tax-exempt obligation issued for the calendar year
2011 by the City is taken into account, will not exceed $10,000,000.
Section 7.6: Related Matters. In order that the City shall satisfy in a timely manner all
of its obligations under this Ordinance, the Mayor, the Mayor, City Secretary and all other
appropriate officers, agents, representatives and employees of the City are hereby authorized and
directed to take all other actions that are reasonably necessary to provide for the issuance and
delivery of the Certificates, including, without limitation, executing and delivering on behalf of
the City all certificates, consents, receipts, requests, notices, and other documents as may be
reasonably necessary to satisfy the City's obligations under this Ordinance and to direct the
transfer and application of funds of the City consistent with the provisions of this Ordinance.
ARTICLE VIII
HOU :3141443.7
MISCELLANEOUS
Section 8.1: Defeasance. The Bonds may be discharged, defeased, redeemed or
refunded in any manner now or hereafter permitted by law.
Section 8.2: Application of Chapter 1208, Government Code. Chapter 1208,
Government Code, applies to the issuance of the Certificates and the pledge of the taxes granted
by the City under Section 5.1 of this Ordinance, and such pledge is therefore valid, effective and
perfected. If Texas law is amended at any time while the Certificates are outstanding and unpaid
such that the pledge of the taxes granted by the City under Section 5.1 of this Ordinance is to be
subject to the fling requirements of Chapter 9, Business Commerce Code, then in order to
preserve to the Registered Owners of the Certificates the perfection of the security interest in
14
said pledge, the City agrees to take such measures as it determines are reasonable and necessary
under Texas law to comply with the applicable provisions of Chapter 9, Business Commerce
Code and enable a filing to perfect the security interest in said pledge to occur.
Section 8.3: Ordinance a Contract Amendments. This Ordinance shall constitute a
contract with the Registered Owners from time to time, be binding on the City, and shall not be
amended or repealed by the City so long as any Certificate remains Outstanding except as
permitted in this Section. The City may, without the consent of or notice to any Registered
Owners, from time to time and at any time, amend this Ordinance in any manner not detrimental
to the interests of the Registered Owners, including the curing of any ambiguity, inconsistency,
or formal defect or omission herein. In addition, the City may, with the consent of Registered
Owners who own in the aggregate 51% of the principal amount of the Certificates then
Outstanding, amend, add to, or rescind any of the provisions of this Ordinance; provided that,
without the consent of all Registered Owners of Outstanding Certificates, no such amendment,
addition, or rescission shall (i) extend the time or times of payment of the principal of and
interest on the Certificates, reduce the principal amount thereof, the redemption price, or the rate
of interest thereon, or in any other way modify the terns of payment of the principal of or
interest on the Certificates, (ii) give any preference to any Certificate over any other Certificate,
or (iii) reduce the aggregate principal amount of Certificates required to be held by Registered
Owners for consent to any such amendment, addition, or rescission.
Section 8.4: Legal Holidays. In any case where the date interest accrues and becomes
payable on the Certificates or principal of the Certificates matures or the date fixed for
redemption of any Certificates or a Record Date shall be in the City a Saturday, Sunday, legal
holiday or a day on which banking institutions are authorized by law to close, then payment of,
interest or principal need not be made on such date, or the Record Date shall not occur on such
date, but payment may be made or the Record Date shall occur on the next succeeding day which
is not in the City a Saturday, Sunday, legal holiday or a day on which banking institutions are
authorized by law to close with the same force and effect as if (i) 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 or (ii) the Record Date had occurred on the fifteenth
day of that calendar month.
Section 8.5: No Recourse Against City Officials. No recourse shall be had for the
payment of principal of or interest on any Certificates or for any claim based thereon or on this
Ordinance against any official of the City or any person executing any Certificates.
Section 8.6: Further Proceedings. The Mayor, Mayor Pro -Tern, City Secretary and
other appropriate officials of the City are hereby authorized and directed to do any and all things
necessary and /or convenient to carry out the terns of this Ordinance.
Section 8.7: 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.
HOU3141443.7
15
Section 8.8: Power to Revise Form of Documents. Notwithstanding any other
provision of this Ordinance, the Mayor is hereby authorized to make or approve such revisions,
additions, deletions, and variations to this Ordinance and it the form of the documents attached
hereto as exhibits as, in the judgment of the Mayor, and in the opinion of' Certificate Counsel to
the City, may be necessary or convenient to carry out or assist in carrying out the purposes of
this Ordinance, or as may be required for approval of the Certificates by the Attorney General of
Texas; provided, however, that any changes to such documents resulting in substantive
amendments to the terns and conditions of the Certificates or such documents shall be subject to
the prior approval of the City Council
Section 8.9: Open Meeting. It is hereby found, detemrined 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 City Hall for the time required by law preceding this meeting, as
required by the Open Meetings Law, Chapter 551, Texas Government Code, 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 bas 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 8.10: Repealer. All orders, resolutions and ordinances, or parts thereof,
inconsistent herewith are hereby repealed to the extent of such inconsistency.
Section 8.11: Emergency. It is hereby officially found and determined that this
Ordinance relates to an immediate public emergency affecting life, health, property and the
public peace, and that such emergency exists, the specific emergency being that the proceeds
from the sale of the Certificates 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 8.12: Effective Date. This Ordinance shall be in force and effect from and after
its passage on the date shown below.
HOU,3141443.7
[signature page follows]
16
PASSED AND APPROVED on first reading pursuant to Section 3.10 of the City Charter
this August 22, 2011.
ATTEST
Exhibit A Form of Certificate
Exhibit B Paying Agent/Registrar Agreement
Exhibit C- Private Placement Letter
HOU:3141443.1
CITY OF PEARLAND, TEXAS
Mayor
S -1
NUMBER
I R-
REGISTERED
2 INTEREST RATE: ISSUANCE DATE: 2 MATURITY DATE: DATED DATE:
2011 March 1,
REGISTERED OWNER:
PRINCIPAL AMOUNT: DOLLARS
THE CITY OF PEARLAND, TEXAS, a municipal corporation of the State of Texas (the
"City for value received, hereby promises to pay to the Registered Owner identified above or
its registered assigns, on March 1 of each of the years and in the principal amounts set forth i in
the following schedule, and shall bear interest at the rate of 2.090%: [Insert information
regarding years of maturity, principal amounts from Section 3.3 of the Ordinance.] (or on earlier
redemption as herein provided), upon presentation and surrender of this Certificate at the
principal corporate trust office of Compass Bank, an Alabama banking corporation, or its
successor (the "Paying Agent /Registrar the principal amounts identified above (or so much
thereof as shall not have been paid or deemed to have been paid upon prior redemption) payable
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 to the United States of America, and to pay
interest thereon at the rate shown above, calculated on a basis of a 360 -day year composed of
twelve 30 -day months, from the later of the Issuance Date identified above or the most recent
interest payment date to which interest has been paid or duly provided for.
THIS CERTIFICATE IS ONE OF A DULY AUTHORIZED SERIES OF
CERTIFICATES (the "Certificates in the aggregate principal amount of $2,095,000 issued
pursuant to an ordinance adopted by the City Council of the City on August 22, 2011 (the
"Ordinance for the purpose of providing all or part of the funds to pay contractual obligations
to be incurred for the construction of public works and the purchase of materials, supplies,
equipment, machinery, buildings, land and rights -of -way for authorized needs and purposes and
for the payment of contractual obligations for professional services, to wit (i) the extension of
Initial Certificate shall be numbered T 1.
2 Omitted from initial Certificate.
I-IOUJ:3141443.7
EXHIBIT A
FORM OF CERTIFICATE
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF PEARLAND, TEXAS
CERTIFICATE OF OBLIGATION, SERIES 2011
A -1
DENOMINATION
REGISTERED
Kirby Drive from South Entry Drive to County Road 59, including storm sewers and a new
traffic signal, and (ii) professional services rendered in connection with the above listed projects.
3 THIS CERTIFICATE shall not be valid or obligatory for any purpose or be entitled to
any benefit under the Ordinance unless this Certificate is authenticated by the Paying
Agent /Registrar by due execution of the authentication certificate endorsed hereon.
THE CITY RESERVES THE RIGHT, at its option, to redeem, prior to their maturity,
Certificates maturing on and after March 1, 2017, in whole or in part, on March 1, 2016, or any
date thereafter, at par plus accrued interest to the date fixed for redemption.
CERTIFICATES MAY BE REDEEMED IN PART only in integral multiples of $5,000.
If a Certificate subject to redemption is in a denomination larger than $5,000, a portion of such
Certificate may be redeemed, but only in integral multiples of $5,000. In selecting portions of
Certificates for redemption, each Certificate shall be treated as representing that number of
Certificates of $5,000 denomination which is obtained by dividing the principal amount of such
Certificate by $5,000. Upon surrender of any Certificate for redemption in part, the Paying
Agent /Registrar, in accordance with the provisions of the Ordinance, shall authenticate and
deliver in exchange therefor a Certificate or Certificates of like maturity and interest rate in an
aggregate principal amount equal to the unredeemed portion of the Certificate so surrendered.
NOTICE OF ANY SUCH REDEMPTION, identifying the Certificates or portions
thereof to be redeemed, shall he sent by United States mail, first class, postage prepaid, to the
Registered Owners thereof at their addresses as shown on the books of registration kept by the
Paying Agent /Registrar, not less than thirty (30) days before the date fixed for such redemption.
By the date fixed for redemption, due provision shall be made with the Paying Agent /Registrar
for the payment of the redemption price of the Certificates called for redemption. If such notice
of redemption is given, and if due provision for such payment is made, all as provided above, the
Certificates which are to be so redeemed thereby automatically shall be redeemed prior to their
scheduled maturities, they shall not bear interest after the date fixed for redemption, and they
shall not be regarded as being outstanding except for the purpose of being paid with the funds so
provided for'such payment.
THIS CERTIFICATE IS TRANSFERABLE only upon presentation and surrender at the
principal corporate trust office of the Paying Agent /Registrar, accompanied by an assignment
duly executed by the Registered Owner or its authorized representative, subject to the terms and
conditions of the Ordinance.
THIS CERTIFICATE IS EXCHANGEABLE at the principal corporate trust office of the
Paying Agent /Registrar for a Certificate or Certificates of the same maturity and interest rate and
in the principal amount of $5,000 or any integral multiple thereof, subject to the terms and
conditions of the Ordinance.
3 I the initial Certificate, this paragraph shall read as follows:
THIS CERTIFICATE shall not be valid or obligatory for any propose or be entitled to any benefit under the
Ordinance unless this Certificate is registered by the Comptroller of Public Accounts of the State of Texas by due
execution of the registration certificate endorsed hereon.
HOU :3141443.7
A -2
THE PAYING AGENT /REGISTRAR is not required to accept for transfer or exchange
any Certificate called for redemption, in whole of in part, during the forty -five (45) day period
immediately prior to the date fixed for redemption; provided, however, that such limitation shall'
not apply to the transfer or exchange by the Registered Owner of an unredeemed portion of a
Certificate called for redemption in part.
THE CITY OR PAYING AGENT /REGISTRAR may require the Registered Owner of
any Certificate 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 a Certificate. Any fee or charge of the
Paying Agent /Registrar for a transfer or exchange shall be paid by the City.
THE REGISTERED OWNER of this Certificate by acceptance hereof, acknowledges
and agrees to be bound by all the terms and conditions of the Ordinance.
IT IS HEREBY DECLARED AND REPRESENTED that this Certificate has been duly
and validly issued and delivered; that all acts, conditions and things required or proper to be
performed, exist and to be done precedent to or in the issuance and delivery of this Certificate
have been performed, exist and have been done in accordance with law; that the Certificates do
not exceed any constitutional or statutory limitation; and that annual ad valorem taxes sufficient
to provide for the payment of the interest on and principal of this Certificate, as such interest
comes due and such principal natures, have been levied and ordered to be levied, within the
limits prescribed by law, against all taxable property in the City and have been irrevocably
pledged for such payment,
IT IS FURTHER DECLARED AND REPRESENTED that the revenues to be derived
from the City's water and sewer system, after the payment of all operation and maintenance
expenses thereof (the "Net Revenues in an amount not to exceed $10,000, are pledged to the
payment of the principal of and interest on the Certificates, provided that the pledge of Net
Revenues is and shall be junior and subordinate in all respects to the pledge of Net Revenues to
the payment of any obligation of the City, whether authorized heretofore or hereafter, which the
City designates as having a pledge senior to the pledge of the Net Revenues to the payment of
the Certificates. The City also reserves the right to issue, for any lawful purpose at any time, in
one or more installments, bonds, certificates of obligation and other obligations of any kind,
secured in whole or in part by a pledge of Net Revenues, that may be prior and superior in right
to, on a parity with, or junior and subordinate to the pledge of Net Revenues securing the
Certificates.
REFERENCE IS HEREBY MADE TO THE ORDINANCE, a copy of which is filed
with the Paying Agent/Registrar, for the full provisions thereof, to all of which the Registered
Owners of the Certificates assent by acceptance of the Certificates.
IN WITNESS WIIEREOF, the City has caused its corporate seal to be impressed or
placed in facsimile hereon and this Certificate to be signed by the Mayor, countersigned by the
City Secretary by their manual, lithographed or printed facsimile signatures.
HOU.3141'143,7
A -3
(SEAL)
HOU:3141443.7
CITY OF PEARLAND, TEXAS
Mayor
A -4
COUNTERSIGNED:
City Secretary
FORM OF COMPTROLLER'S REGISTRATION CERTIFICATE
The following form of Comptroller's Registration Certificate shall be attached or affixed
to each of the Certificates initially delivered:
OFFICE OF THE COMPTROLLER
OF PUBLIC ACCOUNTS
THE STATE OF TEXAS
I hereby certify that this certificate has been examined, certified as to validity and
approved by the Attorney General of the State of Texas, and that this certificate has been
registered by the Comptroller of Public Accounts of the State of Texas.
[SEAL]
REGISTER NO.
WITNESS MY SIGNATURE AND SEAL OF OFFICE this
Comptroller of Public Accounts
of the State of Texas
I:
FORM OF PAYING AGENT /REGISTRAR'S AUTHENTICATION CERTIFICATE
The following fonn of authentication certificate shall be printed on the face of each of the
Certificates other than those initially delivered:
This Certificate is one of the Certificates described in and delivered pursuant to the
within mentioned Ordinance; and, except for the Certificates initially delivered, this Certificate
has been issued in exchange for or replacement of a Certificate, Certificates, or a portion of a
Certificate or Certificates of an issue which originally was approved by the Attomey General of
the State of Texas and registered by the Comptroller of Public Accounts of the State of Texas.
COMPASS BANK, an Alabama banking
corporation as Paying Agent /Registrar
HOU:3141443.7
AUTHENTICATION CERTIFICATE
'1'
A -5
By
Authorized Signature
Date of Authentication:
FORM OF ASSIGNMENT
The following'fonn of assignment shall be printed on the back of each'of the Certificates:
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
(Please print or type name, address, and zip code of Transferee)
(Please insert Social Security or Taxpayer Identification Ntunber of Transferee)
the within bond and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney to transfer such bond on the books
kept for registration thereof, with full power of substitution in the premises.
DATED:
Signature Guaranteed:
NOTICE: Signature must be guaranteed by a
member firm of the New York Stock Exchange
or a commercial bank or trust company.
HOU3I41443.7
A -6
Registered Owner
NOTICE: The signature above trust
correspond to the name of the Registered
Owner as shown on the face of this bond in
every particular, without any alteration,
enlargement or change whatsoever.
HOU:3141443.7
EXHIBIT B
PAYING AGENT /REGISTRAR AGREEMENT
B -1
I- IOIJ:3141443.7
EXHIBIT C
Private Placement Letter
C -1
HOU:31414417