RE 01-26-99.2 RESOLUTION NO. 012699.2
APPROVING THE RESOLUTION
BY THE COPPELL RECREATION DEVELOPMENT CORPORATION
AUTHORIZING THE SALES TAX REVENUE BONDS, SERIES I999,
APPROVAL OF SALES TAX REMITTANCE AGREEMENT
AND OTHER MATTERS RELATING THERETO
THE STATE OF TEXAS §
COUNTIES OF DALLAS AND DENTON §
CITY OF COPPELL §
WHEREAS, Coppell Recreation Development Corporation (the "Corporation") was created
under the auspices of the City of Coppell (the "City"); and
WHEREAS, it is deemed necessary and advisable that this Resolution be adopted.
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
COPPELL THAT:
Section 1. The Resolution (the "Resolution") adopted by the Corporation, in substantially
the form and substance as attached to this Resolution and made a part hereof for all purposes, are
hereby approved, and the Coppell Economic Development Corporation Sales Tax Revenue Bonds,
Series 1999, in the principal mount of $10,000,000 may be issued for the purpose of constructing
and developing an all-season aquatic facility, a community multi-purpose recreation facility, the
Wagon Wheel Athletic Complex, which includes the first phase of a hike and bike trail system (the
"Project") for the specific purpose of the promotion and encouragement of employment and the
public welfare.
Section 2. The "Sales Tax Remittance Agreement", in substantially the form and substance
as attached hereto and made a part hereof for all purposes, is hereby approved and the Mayor and
the City Secretary are hereby authorized to execute, attest, seal and deliver the Sales Tax Remittance
Agreement between the City and the Corporation.
Section 3. The levy of the Section 4B sales tax in the amount of one half of one percent as
voted on May 4, 1996 is hereby confirmed and ratified.
Section 4. The Corporation is directed to issue the proposed Bonds and the City officials are
directed to do any and all things necessary to accomplish the delivery of the proposed Bonds.
RESOLUTION NO. 012699.2
AUTHORIZING THE ISSUANCE OF COPPELL RECREATION
DEVELOPMENT CORPORATION SALES TAX REVENUE BONDS,
SERIES 1999, IN THE PRINCIPAL AMOUNT OF $10,000,000, APPROVAL
OF SALES TAX REMITTANCE AGREEMENT AND OTHER MATTERS
RELATING THERETO
THE STATE OF TEXAS §
COPPELL RECREATION DEVELOPMENT CORPORATION §
WHEREAS, the City Council of the City of Coppell, Texas (the "City"), a town located in
two or more counties, one of which has a population of 500,000 or greater, according to the most
recent federal decennial census, called an election for the purpose of receiving authority to levy a
sales and use tax for the benefit of an industrial development corporation created under authority of
the Development Corporation Act of 1979, Article 5190.6, V.A.T.C.S., as amended (the "Act"), all
pursuant to the provisions of Section 4B of the Act; and
WHEREAS, at an election held on May 4, 1996, a majority of the citizens of the City voting
at said election authorized the City to levy a sales and use tax on the receipts at retail of taxable items
within the City at a rate of one-half of one percent; and
WHEREAS, pursuant to the provisions of the Act, the City created the Coppell Recreation
Development Corporation (the "Issuer"), a nonstock, nonprofit industrial development corporation
created to act on behalf of the City to satisfy the public purposes set forth in the Act; and
WHEREAS, for the purpose of promoting and encouraging employment and the public
welfare, the Issuer desires to undertake certain public improvements in accordance with the Act to
construct and develop an all season aquatic facility, a community multi-purpose recreation facility,
a new athletic complex and the first phase ora hike and bike trail system; and
WHEREAS, in accordance with the provisions of Section 4B of the Act, the City shall timely
transfer to the Issuer the proceeds of the aforesaid sales and use tax, in accordance with the terms and
conditions of that certain Sales Tax Remittance Agreement, dated as of January 26, 1999 between the
City and the Issuer; and
WHEREAS, a hearing was held on the date these Bonds were authorized on the Project costs
and expenditure that are being financed with the proceeds of the proposed bonds and notice of such
hearing and Project was printed in the Citizens Advocate on November 20, 1998 and that no petition
was received; and
APPROVED THIS THE 26TM DAY OF JANUARY, 1999.
Mayor /
City Secreta~
APPROVED AS TO FORM:
Cit~y Attorney ~
WHEREAS, the Board of Directors of the Issuer finds it necessary and advisable to authorize
the issuance of the hereinafter described bonds for the purposes hereinafter described.
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE COPPELL
RECREATION DEVELOPMENT CORPORATION THAT:
Section 1. AMOUNT AND PURPOSE OF THE BONDS. The bonds of the Issuer are
hereby authorized to be issued and delivered in the aggregate principal amount of $10,000,000 for
the purpose of constructing and developing an all-season aquatic facility, a community multi-
purpose recreation facility, the Wagon Wheel Athletic Complex, which includes the first phase of
a hike and bike trail system (the "Project") for the specific purpose of the promotion and
encouragement of employment and the public welfare.
Section 2. DESIGNATION OF THE BONDS. Each bond issued pursuant to this Resolution
shall be designated: "COPPELL RECREATION DEVELOPMENT CORPORATION SALES
TAX REVENUE BOND, SERIES 1999", and there shall be issued, sold, and delivered hereunder
fully registered bonds, without interest coupons, dated January 15, 1999, in the denomination of
$5,000 each or any integral multiple thereof, numbered consecutively from No. 1 upward, payable
to the initial registered owner thereof designated in Section 29 of this Resolution, or to the registered
assignee or assignees of any of said bonds (in each case, the "registered owner"), and said bonds
shall mature and be payable serially on August 1 in each of the years and in the principal amounts,
respectively, as set forth in the following schedule:
YEAR AMOUNT YEAR AMOUNT
1999 $335,000 2009 $ 490,000
2000 340,000 2010 510,000
2001 355,000 2011 535,000
2002 365,000 2012 560,000
2003 380,000 2013 585,000
2004 395,000 2014 615,000
2005 410,000 2015 645,000
2006 430,000 2016 675,000
2007 450,000 2017 710,000
2008 465,000 2018 750,000
The term "Bonds" as used in this Resolution shall mean and include collectively the Bonds initially
issued and delivered pursuant to this Resolution and all substitute Bonds exchanged therefor, as well
as all other substitute Bonds and replacement Bonds issued pursuant hereto, and the term "Bond"
shall mean any of the Bonds.
Section3. INTEREST. The Bonds shall bear interest fromtheirdatetotheirrespectivedates
of maturity or redemption prior to maturity at the following rates per annum:
2
maturity 1999, 5.625% maturity 2009, 4.125%
maturity 2000, 5.625% maturity 201 O, 4.25%
maturity 2001, 5.625% maturity 2011,4.30%
maturity 2002, 5.625% maturity 2012, 4.40%
maturity 2003, 5.625% maturity 2013, 4.50%
maturity 2004, 5.625% maturity 2014, 4.60%
maturity 2005, 5.625% maturity 2015, 4.70%
maturity 2006, 5.625% maturity 2016, 4.75%
maturity 2007, 5.625% maturity 2017, 4.75%
maturity 2008, 4.125% maturity 2018, 4.75%
Said interest shall be payable in the manner provided and on the dates stated in the FORM OF
BOND set forth in this Resolution.
Section 4. CHARACTERISTICS OF THE BONDS. (a) Registration and Transfer. The
Issuer shall keep or cause to be kept at the principal corporate trust office of The Bank of New York
Trust Company of Florida, Jacksonville, Florida, (the "Paying Agent/Registrar"), books or records
for the registration of the transfer and exchange of the Bonds (the "Registration Books"), and the
Issuer hereby appoints the Paying Agent/Registrar as its registrar and transfer agent to keep such
books or records and make such registrations of transfers and exchanges under such reasonable
regulations as the Issuer and Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar
shall make such registrations, transfers and exchanges as herein provided. The Paying
Agent/Registrar shall obtain and record in the Registration Books the address of the registered owner
of each Bond to which payments with respect to the Bonds shall be mailed, as herein provided; but
it shall be the duty of each registered owner to notify the Paying Agent/Registrar in writing of the
address to which payments shall be mailed, and such interest payments shall not be mailed unless
such notice has been given. To the extent possible and under reasonable circumstances, all transfers
of Bonds shall be made within three business days after request and presentation thereof. The Issuer
shall have the right to inspect the Registration Books during regular business hours of the Paying
Agent/Registrar, but otherwise the Paying Agent/Registrar shall keep the Registration Books
confidential and, unless otherwise required by law, shall not permit their inspection by any other
entity. Registration of each Bond may be transferred in the Registration Books only upon
presentation and surrender of such Bond to the Paying Agent/Registrar for exchange or transfer of
registration and cancellation, together with proper written instruments of assignment, in form and
with guarantee of signatures satisfactory to the Paying AgenffRegistrar, (i) evidencing the
assignment of the Bond, or any portion thereof in any integral multiple of $5,000, to the assignee
or assignees thereof, and (ii) the right of such assignee or assignees to have the Bond or any such
portion thereof registered in the name of such assignee or assignees. A form of assignment shall be
printed or endorsed on each Bond which shall be executed by the registered owner or its duly
authorized attorney or representative to evidence an assignment thereof. Upon surrender of any
Bonds or any portion or portions thereof for exchange or transfer of registration, an authorized
representative of the Paying Agent/Registrar shall make such exchange or transfer in the Registration
Books, and shall make notation of such exchange or transfer in the Assignment section appearing
3
on each Bond to the assignee. The Issuer shall pay the Paying AgentfRegistrar's s~a.ndard or
customary fees and charges for making such transfer and delivery but the one requesting exchange
or such transfer shall pay any taxes or other governmental charges required to be paid with respect
thereto. The Paying Agent/Registrar shall not be required to make exchange or transfers of
registration of any Bond or any portion thereof(i) during the period commencing with the close of
business on any Record Date and ending with the opening of business on the next following
principal or interest payment date, or, (ii) with respect to any Bond or any portion thereof called for
redemption prior to maturity, within 45 days prior to its redemption date. As used herein, the term
"Record Date" shall mean the last business day of the month preceding an interest payment date.
(b) Ownership of Bonds. The entity in whose name any Bond shall be registered in the
Registration Books at any time shall be deemed and treated as the absolute owner thereof for all
purposes of this Resolution, whether or not such Bond shall be overdue, and the Issuer and the
Paying Agent/Registrar shall not be affected by any notice to the contrary; and payment of, or on
account of, the principal of, premium, if any, and interest on any such Bond shall be made only to
such registered owner. All such payments shall be valid and effectual to satisfy and discharge the
liability upon such Bond to the extent of the sum or sums so paid.
(c) Payment of Principal of Obligation and Interest. The Issuer hereby further appoints the
Paying Agent/Registrar to act as the paying agent for paying the principal of and interest on the
Bonds, and to act as its agent to convert and exchange or replace Bonds, all as provided in this
Resolution. The Paying Agent/Registrar shall keep proper records of all payments made by the
Issuer and the Paying Agent/Registrar with respect to the Bonds, and of all transfers and exchanges
of Bonds, and all replacements of Bonds, as provided in this Resolution.
(d) Replacement of Bonds; Authentication. Each Bond issued and delivered pursuant to this
Resolution may be replaced as provided in this Section and Section 24 of this Resolution. If any
Bond is replaced, the substitute Bond issued in replacement for such Bond thereof shall be in the
denomination of any integral multiple of $5,000 and have a principal maturity date corresponding
to the maturity date of the principal of the Bond it is replacing; and each such Bond shall bear
interest at the rate applicable to and borne by the Bond it is replacing. The Paying Agent/Registrar
shall replace Bonds as provided herein, and each fully registered bond delivered in replacement of
any Bond as permitted or required by any provision of this Resolution shall constitute one of the
Bonds for all purposes of this Resolution, and may again be replaced. Each Bond issued and
delivered pursuant to this Resolution is not required to be, and shall not be, authenticated by the
Paying Agent/Registrar, but on each Bond issued in replacement of any Bond or Bonds issued under
this Resolution, there shall be printed a "PAYING AGENT/REGISTRAR'S AUTHENTICATION
CERTIFICATE", in substantially the form set forth in Section 5 of this Resolution. An authorized
representative of the Paying Agent/Registrar shall, before the delivery of any such Bond, date and
manually sign the above-described Authentication Certificate, and no such Bond shall be deemed
to be issued or outstanding unless such Certificate is so executed. The Paying Agent/Registrar
promptly shall cancel all Bonds, if any, surrendered for replacement. No additional resolutions,
orders, or resolutions need be passed or adopted by the governing body of the Issuer or any other
body or person so as to accomplish the foregoing replacement of any Bond or portion thereof, and
the Paying Agent/Registrar shall provide for the printing, execution, and delivery of the substitute
Bonds in the manner prescribed herein, and said Bonds shall be of type composition printed on paper
with lithographed or steel engraved borders of customary weight and strength. Pursuant to Article
717k-6, Texas Revised Civil Statutes, and particularly Section 6 thereof, the duty of replacement of
Bonds as aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the execution of
the above-described Authentication Certificate, the substitute Bond shall be valid, incontestable, and
enforceable in the same manner and with the same effect as the Bond which originally was issued
pursuant to this Resolution, approved by the Attorney General, and registered by the Comptroller
of Public Accounts.
(e) In General. The Bonds originally issued hereunder and all Bonds issued in replacement
of any Bond (i) shall be issued in fully registered form, without interest coupons, with the principal
of and interest on such Bonds to be payable only to the registered owners thereof, (ii) may be
redeemed prior to their scheduled maturities, (iii) may be exchanged for other Bonds (iv) may be
transferred and assigned, (v) shall have the characteristics, (vi) shall be signed and sealed, and (vii)
the principal of and interest on the Bonds shall be payable, all as provided, and in the manner
required or indicated, in the FORM OF BOND set forth in Section 5 of this Resolution.
(f) Payment of Fees and Charges. The Issuer hereby covenants with the registered owners
of the Bonds that it will pay the reasonable standard or customary fees and charges of the Paying
Agent/Registrar for its services with respect to the payment of the principal of and interest on the
Bonds, when due.
(g) Substitute Paying Agent/Registrar. The Issuer covenants with the registered owners of
the Bonds that at all times while the Bonds are outstanding the Issuer will provide a competent and
legally qualified bank, trust company, financial institution, or other agency to act as and perform the
services of Paying Agent/Registrar for the Bonds under this Resolution, and that the Paying
Agent/Registrar will be one entity. At the time of its appointment, any successor Paying
Agent/Registrar shall have a capital stock and surplus aggregating not less than $25,000,000. The
Issuer reserves the right to, and may, at its option, change the Paying Agent/Registrar upon not less
than 120 days written notice to the Paying Agent/Registrar, to be effective not later than 60 days
prior to the next principal or interest payment date after such notice. In the event that the entity at
any time acting as Paying Agent/Registrar (or its successor by merger, acquisition, or other method)
should resign or otherwise cease to act as such, the Issuer covenants that promptly it will appoint a
competent and legally qualified bank, trust company, financial institution, or other agency to act as
Paying Agent/Registrar under this Resolution. Upon any change in the Paying AgenffRegistrar, the
previous Paying Agent/Registrar promptly shall transfer and deliver the Registration Books (or a
copy thereof), along with all other pertinent books and records relating to the Bonds, to the new
Paying Agent/Registrar designated and appointed by the Issuer. Upon any change in the Paying
AgenffRegistrar, the Issuer promptly will cause a written notice thereof to be sent by the new Paying
Agent/Registrar to each registered owner of the Bonds, by United States mail, first class postage
prepaid, which notice also shall give the address of the new Paying Agent/Registrar. By accepting
the position and performing as such, each Paying Agent/Registrar shall be deemed to have agreed
to the provisions of this Resolution, and a certified copy of this Resolution shall be delivered to each
Paying Agent/Registrar.
(h) Book-Entry Only System. The Bonds issued in exchange for the Bonds initially issued
to the purchaser specified herein shall be initially issued in the form of a separate single fully
registered Bond for each of the maturities thereof. Upon initial issuance, the ownership of each such
Bond shall be registered in the name of Cede & Co., as nominee of The Depository Trust Company
of New York ("DTC'), and except as provided in subsection (f) hereof, all of the outstanding Bonds
shall be registered in the name of Cede & Co., as nominee of DTC.
With respect to Bonds registered in the name of Cede & Co., as nominee of DTC, the Issuer
and the Paying Agent/Registrar shall have no responsibility or obligation to any securities brokers
and dealers, banks, trust companies, clearing corporations and certain other organizations on whose
behalf DTC was created ('DTC Participant") to hold securities to facilitate the clearance and
settlement of securities transactions among DTC Participants or to any person on behalf of whom
such a DTC Participant holds an interest in the Bonds. Without limiting the immediately preceding
sentence, the Issuer and the Paying Agent/Registrar shall have no responsibility or obligation with
respect to (i) the accuracy of the records of DTC, Cede & Co. or any DTC Participant with respect
to any ownership interest in the Bonds, (ii) the delivery to any DTC Participant or any other person,
other than a registered owner of Bonds, as shown on the Registration Books, of any notice with
respect to the Bonds, or (iii) the payment to any DTC Participant or any other person, other than a
registered owner of Bonds, as shown in the Registration Books of any amount with respect to
principal of or interest on the Bonds. Notwithstanding any other provision of this Resolution to the
contrary, the Issuer and the Paying Agent/Registrar shall be entitled to treat and consider the person
in whose name each Bond is registered in the Registration Books as the absolute owner of such Bond
for the purpose of payment of principal and interest with respect to such Bond, for the purpose of
registering transfers with respect to such Bond, and for all other purposes whatsoever. The Paying
Agent/Registrar shall pay all principal of and interest on the Bonds only to or upon the order of the
registered owners, as shown in the Registration Books as provided in this Resolution, or their
respective attorneys duty authorized in writing, and all such payments shall be valid and effective
to fully satisfy and discharge the Issuer's obligations with respect to payment of principal of and
interest on the Bonds to the extent of the sum or sums so paid. No person other than a registered
owner, as shown in the Registration Books, shall receive a Bond certificate evidencing the obligation
of the Issuer to make payments of principal and interest pursuant to this Resolution. 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 Resolution
with respect to interest checks being mailed to the registered owner at the close of business on the
Record date, the words "Cede & Co." in this Resolution shall refer to such new nominee of DTC.
(i) Successor Securities Depository; Transfers Outside Book-Entry Only System. In the
event that the Issuer determines that DTC is incapable of discharging its responsibilities described
herein and in the representation letter of the Issuer to DTC or that it is in the best interest of the
beneficial owners of the Bonds that they be able to obtain certificated Bonds, the Issuer shall (i)
appoint a successor securities depository, qualified to act as such under Section 17(a) of the
Securities and Exchange Act of 1934, as amended, notify DTC and DTC Participants of the
appointment of such successor securities depository and transfer one or more separate Bonds to such
successor securities depository or (ii) notify DTC and DTC Participants of the availability through
DTC of Bonds and transfer one or more separate Bonds to DTC Participants having Bonds credited
to their DTC accounts. In such event, the Bonds shall no longer be restricted to being registered in
the Registration Books 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 registered
owners transferring or exchanging Bonds shall designate, in accordance with the provisions of this
Resolution.
(j) Payments to Cede & Co. Notwithstanding any other provision of this Resolution to the
contrary, so long as any Bond is registered in the name of Cede & Co., as nominee of DTC, all
payments with respect to principal of and interest on such Bond and all notices with respect to such
Bond shall be made and given, respectively, in the manner provided in the representation letter of
the Issuer to DTC.
Section 5. FORMS OF BONDS. The forms of all Bonds including those Bonds issued in
replacement of any Bond or portion thereof, including the form of Registration Certificate of the
Comptroller of Public Accounts of the State of Texas to appear on the Bonds originally issued
hereunder, the form of Paying Agent/Registrar's Certificate to be printed on each of such Bonds, and
the Form of Assignment to be printed on each of the Bonds, shall be, respectively, substantially as
follows, with such appropriate variations, omissions, or insertions as are permitted or required by
this Resolution.
FORM OF BOND
NO. PRINCIPAL
AMOUNT
$
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTIES OF DALLAS AND DENTON
COPPELL RECREATION DEVELOPMENT CORPORATION
SALES TAX REVENUE BOND
SERIES 1999
Date of
Interest Rate Mamri _ty Date Original Issue Cusip No.
% January 15, 1999
REGISTERED OWNER:
PRINCIPAL AMOUNT: DOLLARS
ON THE MATURITY DATE specified above, COPPELL RECREATION
DEVELOPMENT CORPORATION (the "Issuer"), being a nonstock, nonprofit industrial
development corporation organ/zed and existing under the laws of the State of Texas, including
particularly the Development Corporation Act of 1979, Article 5190.6, V.A.T.C.S., as amended (the
"Act"), and acting on behalf of the City of Coppell, Texas (the "City"), hereby promises to pay to
the registered owner set forth above or to the assignee or assignees thereof (either being hereinafter
called the "registered owner") the principal amount set forth above, and to pay interest thereon from
the date of the original issue specified above, to the maturity date specified above, or the date of
redemption prior to maturity, at the interest rate per annum specified above with interest being
payable on August 1, 1999, and semiannually on each February 1 and August I thereafter; except
that if the date of authentication of this Bond is later than the first Record Date (hereinafter defined),
such principal amount shall bear interest from the interest payment date next preceding the date of
authentication, unless such date of authentication is after any Record Date but on or before the next
following interest payment date, in which case such principal amount shall bear interest from such
next following interest payment date.
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the
United States of America, without exchange or collection charges. The principal of this Bond shall
be paid to the registered owner hereof upon presentation and surrender of this Bond at maturity or
upon the date fixed for its redemption prior to maturity, at the principal corporate trust office of The
Bank of New York Trust Company of Florida, Jacksonville, Florida, which is the "Paying
Agent/Registrar" for this Bond. The payment of interest on this Bond shall be made by the Paying
AgenffRegistrar to the registered owner hereof on the interest payment date by check or draft, dated
as of such interest payment date, drawn by the Paying Agent/Registrar on, and payable solely from,
funds of the Issuer required by the resolution authorizing the issuance of the Bonds (the
"Resolution") to be on deposit with the Paying AgenffRegistrar for such purpose as hereinafter
provided; and such check or draft shall be sent by the Paying AgentYRegistrar by United States mail,
first class postage prepaid, on each such interest payment date, to the registered owner hereof, at the
address of the registered owner, as it appeared on the 15th day of the month next preceding such date
(the "Record Date") on the Registration Books kept by the Paying Agent/Registrar, as hereinafter
described. Any accrued interest due upon the redemption of this Bond prior to maturity as provided
herein shall be paid to the registered owner at the principal corporate trust office of the Paying
Agent/Registrar upon presentation and surrender of this Bond for redemption and payment at the
principal corporate trust office of the Paying Agent/Registrar. The Issuer covenants with the
registered owner of this Bond that on or before each principal payment date, interest payment date,
and accrued interest payment date for this Bond, it will make available to the Paying
Agent/Registrar, from the "Debt Service Fund" created by the Resolution, the amounts required to
provide for the payment, in immediately available funds, of all principal of and interest on the
Bonds, when due. In addition, interest may be paid by such other method, acceptable to the Paying
Agent/Registrar, requested by, and at the risk and expense of, the registered owner. In the event of
a non-payment of interest on a scheduled payment date, and for 30 days thereafter, a new record date
for such interest payment (a "Special Record Date") will be established by the Paying
Agent/Registrar, if and when funds for the payment of such interest have been received from the
Issuer. Notice of the Special Record Date and of the scheduled payment date of the past due interest
(which shall be 15 days after the Special Record Date) shall be sent at least five business days prior
to the special record date by the United States mail, first-class postage prepaid, to the address of each
owner ora Bond appearing on the Registration Books at the close of business on the last business
day next preceding the date of mailing of such notice.
IF THE DATE for the payment of the principal of or interest on this Bond shall be a
Saturday, Sunday, a legal holiday, or a day on which banking institutions in the city where the
Paying Agent/Registrar is located are authorized by law or executive order to close, then the date for
such payment shall be the next succeeding day which is not such a Saturday, Sunday, legal holiday,
or day on which banking institutions are authorized to close; and payment on such date shall have
the same force and effect as if made on the original date payment was due.
THIS BOND is one of an issue of Bonds initially dated the date of original issue specified
on the face of this Bond, authorized in accordance with the Constitution and laws of the State of
Texas, including particularly the Act, in the original principal amount of $10,000,000, for the
purpose of constructing and developing an all-season aquatic facility, a community multi-purpose
recreation facility, the Wagon Wheel Athletic Complex, which includes the first phase of a hike and
bike trail system (the "Project") for the specific purpose of the promotion and encouragement of
employment and the public welfare.
ON AUGUST 1,2007, or any date thereafter, the Bonds of this Series maturing on and after
August 1,2008 may be redeemed prior to their scheduled maturities, at the option of the Issuer, with
funds derived from any available source, as a whole, or in part, and, if in part, the maturity or maturi-
ties of Bonds and the amounts thereof, to be redeemed shall be selected and designated by the Issuer,
and the Issuer shall direct the Paying Agent/Registrar to call by lot Bonds, or portions thereof within
such maturities and in such principal amounts, for redemption (provided that a portion of this Bond
may be redeemed only in an integral multiple of $5,000), at the prepayment or redemption price of
the principal amount thereof, plus accrued interest to the date fixed for prepayment or redemption.
AT LEAST 30 days prior to the date fixed for redemption, written notice of such redemption
shall be given by the Paying AgenffRegistrar by United States mail, first class postage prepaid, to
the registered owner of each Bond to be redeemed at its address as it appeared on the books of the
Paying Agent/Registrar on the forty-fifth day prior to the date fixed for redemption. The failure to
receive such notice in writing, or any defect therein, or in the sending or mailing thereof, shall not
affect the validity or effectiveness of the proceedings for the redemption of Bonds. By the date fixed
for any such redemption, due provision shall be made with the Paying Agent/Registrar for the
payment of the required redemption price for the Bonds which are to be so redeemed, plus accrued
interest thereon to the date fixed for redemption. If such notice of redemption is mailed and if due
provision for such payment is made, all as provided above, the Bonds which are to be so redeemed
thereby automatically shall be treated as redeemed prior to their scheduled maturities, and they shall
not bear interest after the date fixed for redemption, and they shall not be regarded as being
outstanding except for the right of the registered owner to receive the redemption price plus accrued
interest from the Paying AgenffRegistrar out of the funds provided for such payment.
ALL BONDS OF THIS SERIES are issuable solely as fully registered Bonds, without
interest coupons, in the denomination of any integral multiple of $5,000. As provided in the
Resolution, this Bond, or any unredeemed portion hereof, may, at the request of the registered owner
or the assignee or assignees hereof, be assigned, transferred and exchanged for a like aggregate
principal amount of fully registered Bonds, without interest coupons, payable to the appropriate
registered owner, assignee or assignees, as the case may be, having the same denomination or
denominations in any integral multiple of $5,000 as requested in writing by the appropriate
registered owner, assignee or assignees, as the case may be, upon surrender of this Bond to the
Paying Agenl/Registrar for cancellation, all in accordance with the form and procedures set forth in
the Resolution. Among other requirements for such assignment and transfer, this Bond must be
presented and surrendered to the Paying Agent/Registrar, together with proper instruments of
assignment, in form and with guarantee of signatures satisfactory to the Paying AgenffRegistmr,
evidencing assignment of this Bond to the assignee or assignees in whose name or names this Bond
or any such portion or portions hereof is or are to be transferred and registered. The form of
Assignment printed or endorsed on this Bond shall be executed by the registered owner or its duly
authorized attorney or representative to evidence the assignment hereof. The Issuer shall pay the
Paying Agent/Registrar's standard or customary fees and charges for making such transfer, but the
one requesting such transfer shall pay any taxes or other governmental charges required to be paid
with respect thereto. The Paying Agent/Registrar shall not be required to make transfers of
~_0
registration of this Bond or any portion hereof (i) during the period commencing with the close of
business on any Record Date and ending with the opening of business on the next following
principal or interest payment date, or, (ii) with respect to any Bond or any portion thereof called for
redemption prior to maturity, within 45 days prior to its redemption date. The registered owner of
this Bond shall be deemed and treated by the Issuer and the Paying Agent/Registrar as the absolute
owner hereof for all purposes, including payment and discharge of liability upon this Bond to the
extent of such payment, and the Issuer and the Paying Agent/Registrar shall not be affected by any
notice to the contrary.
IN THE EVENT any Paying AgenffRegistrar for the Bonds is changed by the Issuer, resigns,
or otherwise ceases to act as such, the Issuer has covenanted in the Resolution that it promptly will
appoint a competent and legally qualified substitute therefor, and promptly will cause written notice
thereof to be mailed to the registered owners of the Bonds.
BY BECOMING the registered owner of this Bond, the registered owner thereby
acknowledges all of the terms and provisions of the Resolution, agrees to be bound by such terms
and provisions, acknowledges that the Resolution is duly recorded and available for inspection in
the official minutes and records of the governing body of the Issuer, and agrees that the terms and
provisions of this Bond and the Resolution constitute a contract between each registered owner
hereof and the Issuer.
IT IS HEREBY certified, recited, and covenanted that this Bond has been duly and validly
authorized, issued, sold, and delivered; that all acts, conditions, and things required or proper to be
performed, exist, and be done precedent to or in the authorization, issuance, and delivery of this
Bond have been performed, existed, and been done in accordance with law; that this Bond is a
special obligation of the Issuer; that neither the State of Texas, the City, nor any political
corporation, subdivision, or agency of the State of Texas, nor any member of the Board of Directors
of the Issuer, either individually or collectively, shall be obligated to pay the principal of or the
interest on this Bond and neither the faith and credit nor the taxing power (except as described
below) of the State of Texas, the City, or any other political corporation, subdivision, or agency
thereof is pledged to the payment of the principal of or the interest on this Bond; that the principal
of and interest on this Bond, together with other Bonds of the Corporation, are secured by and
payable from a first lien on and pledge of certain funds created under the Resolution and the
revenues defined in the Resolution as the "Pledged Revenues", which include the proceeds received
by the City and transferred to the issuer from a one half of one percent sales and use tax levied for
the benefit of the Issuer by the City (the "Sales Tax") pursuant to Section 4B of the Act; and that the
registered owner hereof shall not have the right to demand payment of the principal of or interest on
this Bond from any tax proceeds other than the Pledged Revenues collected by the City for the
benefit of the Issuer by the City pursuant to Section 4B of the Act, or from any other source.
THE ISSUER has reserved the right, subject to restrictions stated and adopted by reference
in the Resolution authorizing this Series of Bonds, to issue additional parity revenue bonds which
also may be made payable from and secured by a lien on and pledge of the aforesaid Pledged
Revenues.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be signed with the manual or
facsimile signature of the President of the Board of Directors of the Issuer and countersigned with
the manual or facsimile signature of the Secretary of the Board of Directors of the Issuer, and has
caused the official seal of the Issuer to be duly impressed, or placed in facsimile, on this Bond.
(signature) (signature)
Secretary, President,
Board of Directors Board of Directors
(SEAL)
FORM OF REGISTRATION CERTIFICATE OF
THE COMPTROLLER OF PUBLIC ACCOUNTS:
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Bond has been examined, certified as to validity, and approved by
the Attorney General of the State of Texas, and that this Bond has been registered by the Comptroller
of Public Accounts of the State of Texas.
Witness my signature and seal this
XXXXXXXXXX
(COMPTROLLER'S SEAL) Comptroller of Public Accounts
of the State of Texas
3.2
FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE:
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
(To be executed if this Bond is not accompanied by an executed Registration Certificate of the
Comptroller of Public Accounts of the State of Texas)
It is hereby certified that this Bond has been issued under the provisions of the Resolution described
on the face of this Bond; and that this Bond has been issued in 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.
Dated: The Bank of New York Trust Company of Florida
By
Authorized Representative
FORM OF ASSIGNMENT:
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned registered owner of this Bond, or duly authorized
representative or attorney thereof, hereby assigns this Bond to
/ /
(Assignee's Social Security (print or type Assignee's name
or Taxpayer Identification Number) and address, including zip code)
and hereby irrevocably constitutes and appoints
attorney to transfer the registration of this Bond on the Paying Agent/Registrar's Registration Books with full
power of substitution in the premises.
Dated
Signature Guaranteed:
NOTICE: This signature must be guaranteed by a member of the New York Stock Exchange or a
commercial bank or trust company.
Registered Owner
NOTICE: This signature must correspond with the name of the Registered Owner appearing on the
face of this Bond in every particular without alteration or enlargement or any change whatsoever.
3.3
Section 6. DEFINITIONS. As used in this Resolution, the following terms shall have the
meanings set forth below, tmless the text hereof specifically indicates otherwise:
(a) "Act" shall mean the Development Corporation Act of 1979, Article 5190.6,
V.A.T.C.S., as amended including particularly Section 4B thereof.
(b) "Additional Bonds" shall mean the additional parity revenue bonds which the Issuer
rese~es the right to issue in the future in accordance with Section 21 of this Resolution.
(c) "Board" shall mean the Board of Directors of the Issuer.
(d) "Bond" or "Bonds" or "Series 1999 Bonds" shall mean the Coppell Recreation
Development Corporation Sales Tax Revenue Bonds, Series 1999, in the aggregate principal amount
of $10,000,000, authorized to be issued by this Resolution.
(e) "City" shall mean the City of Coppell, Texas.
(f) "Code" shall mean the Internal Revenue Code of 1986, as amended.
(g) "Comptroller" shall mean the Comptroller of Public Accounts of the State of Texas,
and any successor official or officer thereto.
(h) "Cost" shall mean with respect to the Project, the cost of acquisition, construction and
improvement of the Project as provided in the Act, including, without limitation, the cost of the
acquisition of all land, rights-of-way, property rights, easements, and interests, the cost of all
machinery and equipment, financing charges, interest during construction, necessary reserve funds,
cost of estimates and of engineering and legal services, plans, specifications, surveys, estimates of
cost and of revenue, other expenses necessary or incident to determining the feasibility and
practicability of acquiring, constructing, reconstructing, improving, and expanding any such Project,
administrative expense, and such other expense as may be necessary or incident to the acquisition,
construction, reconstruction, improvement, and expansion thereof, the placing of the same in
operation, and the financing of the Project.
(i) "Depository Bank" shall mean the official depository bank of the City.
(j) "Fiscal Year" shall mean the fiscal year of the Issuer, being the twelve month period
ending September 30 of each year.
(k) "Investment Act" shall mean the Public Funds Investment Act of 1987, Chapter 2256,
Texas Government Code.
(1) "Issuer" shall mean Coppell Recreation Development Corporation.
14
(m) "Paying AgentJRegistrar" shall mean the financial institution so designated in
accordance with the provisions of Section 4 of this Resolution.
(n) "Pledged Revenues" shall mean the Sales Tax, less any amounts due or owing to the
Comptroller as charges for collection or retention by the Comptroller for refunds and to redeem
dishonored checks and drafts, to the extent such charges and retentions are authorized or required
by law.
(o) "Project" shall mean paying all or part of the cost of constructing and developing an
all-season aquatic facility, a community multi-purpose recreation facility, the Wagon Wheel
Athletic Complex, which includes the first phase of a hike and bike trail system (the "Project") for
the specific purpose of the promotion and encouragement of employment and the public welfare.
(p) "Required Reserve Amount" shall mean an amount equal to the less of(i) maximum
annual Debt Service (calculated on a fiscal year basis) for all parity bonds then outstanding (after
giving effect to the issuance of the Additional Bonds), as determined on the date each series of
Additional Bonds are delivered or incurred, as the case may be or (ii) the maximum amount in a
reasonably required reserve fund that can be invested without restriction as to yield pursuant to
Subsection (d) of Section 148 of the Internal Revenue Code of 1986, as amended, and regulations
promulgated thereunder.
(co "Reserve Fund Obligation" shall mean, to the extent permitted by law, as evidenced
by an opinion of nationally recognized bond counsel, a surety bond or insurance policy (which,
under applicable law, shall not entitle the provider thereof to any right of reimbursement or
repayment other than a right to subrogation upon payments being made to bondholders) deposited
in the Reserve Fund to satisfy the Required Reserve Account 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.
(r) "Reserve Fund Obligation Payment" shall mean any subrogation payment the Issuer
is obligated to make from Pledged Revenues deposited in the Reserve Fund with respect to a Reserve
Fund Obligation.
(s) "Sales Tax" shall mean the one-half of one percent sales and use tax levied by the
City within the boundaries of the City as they now or hereafter exist, together with any increases in
the aforesaid rate if provided and authorized by the laws of the State of Texas, including specifically
the Act, and collected for the benefit of the Issuer and the Project, all in accordance with the Act,
including particularly Section 4B thereof.
(t) "Transfer Agreement" shall mean the Sales Tax Remittance Agreement dated as of
January 26, 1999, between the City and the Issuer.
Section 7. PLEDGE. The Bonds and any Additional Bonds and any interest payable
thereon, are and shall be secured by and payable from a first lien on and pledge of the Pledged
Revenues; and the Pledged Revenues are further pledged to the establishment and maintenance of
the Debt Service Fund and the Reserve Fund as hereinafter provided. The Bonds, and any
Additional Bonds are and will be secured by and payable only from the Pledged Revenues and
amounts on deposit in the Debt Service Fund and the Reserve Fund, and are not secured by or
payable from a mortgage or deed of trust on any real, personal or mixed properties constituting the
Project.
Section 8. REVENUE FUND. There has been created and established on the books of the
Issuer, and accounted for separate and apart from all other funds of the Issuer, a special fund entitled
the "Coppell Recreation Development Corporation Sales Tax Revenue Fund" (hereinafter called the
"Revenue Fund"). All Pledged Revenues shall be credited to the Revenue Fund immediately upon
receipt. Monies in said Fund shall be maintained by the Issuer at its Depository Bank.
Section 9. DEBT SERVICE FUND. For the sole purpose of paying the principal of and
interest on the Bonds, and any Additional Bonds, as the same come due, there shall be created and
established on the books of the Issuer a separate fund entitled the "Coppell Recreation Development
Corporation Sales Tax Revenue Bonds Debt Service Fund" (hereinafter called the "Debt Service
Fund"). Monies in said Fund shall be maintained by the Issuer's Depository Bank.
Section 10. RESERVE FUND. There has been created and established on the books of the
Issuer a separate fund entitled the "Coppell Recreation Development Corporation Sales Tax Revenue
Bonds Reserve Fund" (hereinafter called the "Reserve Fund"). Monies in said Fund shall be used
solely for the purpose of retiring the last of any Bonds and Additional Bonds as they become due
or paying principal of and interest on any Bonds and Additional Bonds when and to the extent the
amounts in the Debt Service Fund are insufficient for such purpose. Monies in said Fund shall be
maintained by the Issuer's Depository Bank.
Section 11. RECREATION DEVELOPMENT FUND. (a) There shall be created and
established on the books of the Issuer a separate fund entitled the "Coppell Recreation Development
Corporation Series 1999 Development Fund" (hereinafter called the "Development Fund"). The
Development Fund shall be held by the Depository for the Issuer and shall be subject to and charged
with a lien in favor of the registered owners of the Bonds until said monies on deposit therein are
paid out as herein provided. The proceeds from the sale of the Bonds, other than any accrued interest
and capitalized interest (which shall be deposited to the credit of the Debt Service Fund) and any
proceeds identified in Section 29 hereof to be deposited to the credit of the Reserve Fund, shall be
credited to the Development Fund together with such amounts required to fund the cost of the
Project after making required monthly deposits to the Debt Service Fund and Reserve Fund. All
interest and profits from investments made with moneys in the Development Fund shall remain on
deposit in the Development Fund and as part thereof.
(b) Money in the Development Fund shall be subject to disbursement by the Issuer for
payment of any Cost of the Project. Disbursements from the Development Fund shall be made by
check signed by an officer of said depository bank on behalf of the Issuer. Such disbursements shall
be made only upon the submission ora request by the Issuer, and stating that said purpose for which
the disbursement is requested constitutes a valid Cost of the Project.
Section l 2. TRANSFER. (a) Pursuant to the provisions of the Transfer Agreement, the City
has agreed to do any and all things necessary to accomplish the transfer of the Sales Tax collected
for the benefit of the Issuer to the Revenue Fund on a monthly basis. The Transfer Agreement shall
govern matters with respect to the collection of sales taxes from the Comptroller, credits and refunds
due and owing to the Comptroller, and other matters with respect to the collection and transfer of
the ~Sales Tax. The City shali maintain the proceeds from the collection of the Sales Tax in a trust
account separate from all other funds of the City, with such trust account to be maintained at an
official depository bank of the City.
(b) The President and the Treasurer of the Board are hereby ordered to do any and all things
necessary to accomplish the transfer of monies to the Debt Service Fund in ample time to pay the
principal of and interest on the Bonds and any Additional Bonds and to pay requirements of Reserve
Fund.
Section I3. DEPOSITS OF PLEDGED REVENUES; INVESTMENTS. (a) The Pledged
Revenues shall be deposited in the Debt Service Fund, Reserve Fund and Development Fund as
required by this Resolution.
(b) Money in any Fund established by this Resolution may, at the option of the Board, be
invested in author/zed investments as described in the Investment Act; provided that all such
deposits and investments shall have a par value (or market value when less than par) exclusive of
accrued interest at all times at least equal to the amount of money credited to such Funds, and shall
be made in such manner that the money required to be expended from any Fund will be available
at the proper time or times. Money in the Reserve Fund shall not be invested in securities maturing
later than the final maturity of the Bonds and any Additional Bonds. Such investments shall be
valued in terms of current market value as of the last day of each year, except that direct obligations
of the United States (State and Local Government Series) in book-entry form shall be continuously
valued at their par or face principal amount. Such investments shall be sold promptly when
necessary to prevent any default in connection with the Bonds or any Additional Bonds.
Section 14. FUNDS SECURED. Money in all Funds created by this Resolution, to the
extent not invested, shall be secured in the manner prescribed by law for securing funds of the City.
Section 15. DEBT SERVICE REQUIREMENTS. (a) Promptly after the delivery of the
Bonds the Issuer shall cause to be deposited to the credit of the Debt Service Fund any accrued
interest received from the sale and delivery of the Bonds, as described in Section 30 hereof, and any
such deposit shall be used to pay the interest next coming due on the Bonds.
(b) The Issuer shall transfer or cause to be transferred Pledged Revenues on deposit in the
Revenue Fund, and deposit to the credit of the Debt Service Fund the amounts, at the times, as
follows:
(I) Such amounts, in substantially equal monthly installments, deposited on
or before the 10th day of each month hereafter, as will be sufficient, together with
other amounts, if any, then on hand in the Debt Service Fund and available for such
purpose, to pay the interest scheduled to accrue and come due on the Bonds on the
next succeeding interest payment date.
(2) Such amounts, in substantially equal monthly installments, deposited on
or before the 10th day of each month hereafter, as will be sufficient, together with
other amounts, if any, then on hand in the Debt Service Fund and available for such
purpose, to pay the principal scheduled to mature and come due on the Bonds on the
next succeeding principal payment date.
Section 16. RESERVE REQUIREMENTS. (a) The Issuer shall cause $810,837.50 to be
deposited into the Reserve Fund from the proceeds of the Bonds as the Required Reserve Amount.
When and so long as the money and investments in the Reserve Fund are not less than the Required
Reserve Amount, including Reserve Fund Obligations, no deposits need be made to the cr&dit of the
Reserve Fund. There shall be deposited into the Reserve Fund any Reserve Fund Obligation so
designated by the Issuer or its Financial Officer. When and if the Reserve Fund contains less than
the Required Reserve Amount due to the issuance of the Bonds or any Additional Bonds, beginning
on the 10th day of the month following the delivery of the Bonds to the purchasers thereof, and
continuing for sixty months, the Issuer shall transfer or cause to be transferred Pledged Revenues
on deposit in the Revenue Fund, and deposit to the credit of the Reserve Fund an amount equal to
1/60th of the difference determined as of such delivery date between the amount in the Reserve Fund
and the Required Reserve Amount. In addition, in the event that a portion of the Required Reserve
Amount is represented by a Reserve Fund Obligation, the Required Reserve Amount shall be
restored as soon as possible from monthly deposits of Pledged Revenues on deposit in the Reserve
Fund subject to monthly payments to Debt Service Fund. The Issuer further covenants and agrees
that, subject only to the prior deposits and credits to be made to the Debt Service Fund, the Pledged
Revenues shall be applied and appropriated and used to establish and maintain the Required Reserve
Amount, including by paying Reserve Fund Obligation Payments when due, and any reserve
established for the benefit of any issue or series of Additional Bonds and to cure any deficiency in
such amounts as required by the terms of this Resolution and any other Resolution pertaining to the
issuance of Additional Bonds.
(b) During such time as the Reserve Fund contains the Required Reserve Amount or the
obligation to maintain the Required Reserve Amount has been suspended pursuant to subsection (e)
below, the Issuer may, at its option, withdraw all surplus funds in the Reserve Fund and deposit such
surplus in the Debt Service Fund or otherwise use such amount in any manner permitted by law.
(c) A Reserve Fund Obligation issued in an amount equal to all or part of the Required
Reserve Amount for the Bonds may be used in lieu of depositing cash into the Reserve Fund. In
addition, a Reserve Fund Obligation may be substituted for moneys and investments in the Reserve
Fund if the prior written consent of the Insurer is received and the substitution of the Reserve Fund
Obligation will not, in and of itself, cause any ratings then assigned to the Bonds by any rating
3.8
agency to be lowered and the Issuer's Financial Officer finds the substitution of the Reserve Fund
obligation for all or part of the Required Reserve Amount is cost effective.
(d) A Reserve Fund Obligation permitted under (a) above, must be in the form ora surety
bond or insurance policy meeting the requirements described below.
(1) A surety bond or insurance policy issued to the Paying Agent/Registrar, as agent
of the bondholders, by a company licensed to issue an insurance policy guaranteeing the
timely payment of debt service on the Parity Obligations (a "municipal bond insurer") if the
claims paying ability of the issuer thereof shall be rated "AAA" or "Aaa", respectively, by
Standard and Poor's and Moody's.
(2) The obligation to reimburse the issuer of a Reserve Fund Obligation for any
claims or draws upon such Reserve Fund obligation in accordance with its terms, including
expenses incurred in connection with such claims or draws, to the extent permitted by law,
(a Reserve Fund Obligation Payment) shall be made from the deposits made to the Reserve
Fund as provided in this Section and in Section 13. The Reserve Fund Obligation shall
provide for a revolving feature under which the amount available thereunder will be
reinstated to the extent of any reimbursement of draws or claims paid. If the revolving
feature is suspended or terminated for any reason, the right of the issuer of the Reserve Fund
Obligation to reimbursement will be subordinated to the cash replenishment of the Reserve
Fund to any amount equal to the difference between the full original amount available under
the Reserve Fund Obligation and the amount then available for further draws or claims. In
the event (a) the issuer of a Reserve Fund Obligation becomes insolvent, or (b) the issuer of
a Reserve Fund Obligation defaults in its payment obligations thereunder, or (c) the claims
paying ability of the issuer of the insuring policy or surety bond falls below "AAA" or "Aaa",
by Standard and Poor's and Moody's, respectively, the obligation to reimburse the issuer of
the Reserve Fund Obligation shall be subordinated to the cash replenishment of the Reserve
Fund..
(3) In the event (a) the revolving reinstatement feature described in the preceding
paragraph is suspended or terminated, or (b) the rating of the claims paying ability of the
issuer of the surety bond or insurance policy falls below "AAA" or "Aaa" by Standard and
Poor's and Moody's, respectively, the Issuer shall either (i) deposit into the Reserve Fund,
in accordance with this Section and Section 13 an amount sufficient to cause the cash or
investments credited to the Reserve Fund to accumulate to the Required Reserve Amount,
or (ii) replace such instrument with a surety bond or insurance policy meeting the
requirements of(l) or (2) above, within six months of such occurrence. In the event (a) the
rating of the claims paying ability of the issuer of the surety bond or insurance policy falls
below "A" by Standard & Poor's and Moody's, or (b) the issuer of the Reserve Fund
Obligation defaults in its payment obligations hereunder, or (c) the issuer of the Reserve
Fund Obligations becomes insolvent, the issuer shall either (i) deposit into the Reserve Fund,
in accordance with this Section, amount sufficient to cause the cash or investments on
deposit in the Reserve Fund to accumulate to the Required Reserve Amount, or (ii) replace
such instrument with a surety bond or insurance policy meeting the requirements of (I) or
(1) above within six months of such occurrence.
(4) The Paying Agent/Registrar shall ascertain the necessity for a claim or draw upon
any Reserve Fund Obligation and provide notice to the issuer of the Reserve Fund Obligation
in accordance with its terms not later than five business days (or such appropriate time period
as will, when combined with the timing of required payment under the Reserve Fund
Obligation, ensure payment under the Reserve Fund Obligation on or before the interest
payment date) prior to each date upon which the principal of or interest on the Parity
Obligations will be due.
(5) The Issuer hereby represents that the insurance company providing the bond
insurance policy for the reserve fund will be the same insurance company insuring the Bonds
and is a national provider rated "AAA" at the time of delivery of the Bonds.
(e) All cash and investments in the Reserve Fund shall be transferred to the Debt Service
Fund for payment of debt service on the Bonds before any drawing may be made on the Reserve
Fund Obligation. Repayment of any claims paid on the Reserve Fund obligations shall be made
prior to replenishment of any such cash amounts. Draws on all Reserve Fund Obligation on which
there is available coverage shall be made on pro-rata basis (calculated by reference to the coverage
then available thereunder) after applying all available cash and investments in the Reserve Fund.
Repayment of claims paid on the Reserve Fund Obligation shall be made on a pro-rata basis prior
to replenishment of any cash draw from the Reserve Fund.
(f) Notwithstanding anything in this Resolution to the contrary, this Resolution shall not
be discharged until all amounts paid by the insurer have been repaid in full.
When and if the Reserve Fund at any time contains less than the Required Reserve Amount due to
any cause or condition other than the issuance of any Additional Bonds, then, and including Reserve
Fund Obligations payments when due, subject and subordinate to making the required deposits to
the credit of the Debt Service Fund, such deficiency shall be made up as soon as possible from the
next available Pledged Revenues, or from any other sources available for such pm-pose. The Issuer
may withdraw and use, for any purpose not inconsistent with the provisions of the Act, including
deposit to Debt Service Fund, all surplus in the Reserve Fund over the Required Reserve Amount
including paying Reserve Fund Obligations.
Section 17. PAYMENT. On or before August 1, 1999, and semiannually on or before each
August 1 and February 1 thereafter while any of the Bonds are outstanding and unpaid, the Paying
Agent/Registrar shall make payment of the principal of and interest on the Bonds and the Additional
Bonds to the holders thereof with funds transferred from the Issuer.
Section 18. DEFICIENCIES; EXCESS PLEDGED REVENUES. (a) If on any occasion
there shall not be sufficient Pledged Revenues to make the required deposits into the Debt Service
2O
Fund and the Reserve Fund, then such deficiency shall be made up as soon as possible from the next
available Pledged Revenues, or from any other sources available for such purpose.
(b) Subject to making the required deposits to the credit of the Debt Service Fund and the
Reserve Fund when and as required by this Resolution, the resolutions authorizing the Bonds or any
resolutions authorizing the issuance of Additional Bonds, the excess Pledged Revenues may be used
by the Issuer for any lawful purpose not inconsistent with the Act.
Section 19. ADDITIONAL BONDS. (a) The Issuer shall have the right and power at any
time and from time to time and in one or more series or issues, to authorize, issue and deliver
additional parity revenue bonds (herein called "Additional Bonds"), in accordance with law, in any
amounts, for purposes of financing of projects (including the Project) under the provisions of the
Act, or for the purpose of refunding of any Bonds Additional Bonds or other obligations of the Issuer
incurred in connection with the financing of projects under the provisions of the Act. Such
Additional Bonds, if and when authorized, issued and delivered in accordance with this Resolution,
shall be secured by and made payable equally and ratably on a parity with the Bonds and all other
outstanding Additional Bonds, from a first lien on and pledge of the Pledged Revenues.
(b) That the Debt Service Fund and the Reserve Fund established by this Resolution shall
secure and be used to pay all Additional Bonds as well as the Bonds. However, each resolution
under which Additional Bonds are issued shall provide and require that, in addition to the amounts
required by the provisions of this Resolution, the resolutions authorizing the Bonds and the
provisions of any other resolution or resolutions authorizing Additional Bonds to be deposited to the
credit of the Debt Service Fund, the Issuer shall deposit to the credit of the Debt Service Fund at
least such amounts as are required for the payment of all principal and interest on said Additional
Bonds then being issued, as the same come due; and that the aggregate amount to be accumulated
and maintained in the Reserve Fund shall be increased (if and to the extent necessary) to the new
Required Reserve Amount for all Bonds and Additional Bonds which will be outstanding after the
issuance and delivery of the then proposed Additional Bonds; and that the required additional
amount shall be so accumulated by the deposit in the Reserve Fund of all or any part of said required
additional amount in cash immediately after the delivery of the then proposed Additional Bonds, or,
at the option of the Issuer, by the deposit of said required additional amount (or any balance of said
required additional amount not deposited in cash as permitted above) in monthly installments, made
on or before the 10th day of each month following the delivery of the then proposed Additional
Bonds, of not less than 1/60th of said required additional amount (or 1/60th of the balance of said
required additional amount not deposited in cash as permitted above) or Reserve Fund Obligations.
(c) That all calculations of average annual principal and interest requirements made pursuant
to this section shall be made as of and from the date of the Additional Bonds then proposed to be
issued.
(d) No installment, series or issue of Additional Bonds shall be issued or delivered unless:
21
(i) The President and the Secretary of the Board of the Issuer sign a written certificate
to the effect that the Issuer is not in default as to any covenant, condition or obligation in
connection with the Bonds and Additional Bonds, and the resolutions authorizing same, and
that the Debt Service Fund and the Reserve Fund each contains the amount then required to
be therein;
(ii) An independent certified public accountant, or independent firm of certified
public accountants, signs a written certificate to the effect that, during either the next
preceding fiscal year, or any twelve consecutive calendar month period ending not more than
ninety days prior to the date of the then proposed Additional Bonds, the Pledged Revenues
were, in her, his or its opinion, at least equal to 1.5 times the average annual principal and
interest requirements (computed on a fiscal year basis) of all Bonds and Additional Bonds
to be outstanding after the issuance of then proposed Additional Bonds; and
(iii) The governing body of the City by official action approves the issuance of the
Bonds, as required by the Act.
Section 20. GENERAL COVENANTS. The Issuer further covenants and agrees that in
accordance with and to the extent required or permitted by law:
(a) Performance. It will faithfully perform at all times any and all covenants, undertakings,
stipulations, and provisions contained in this Resolution and in every Bond; it will promptly pay or
cause to be paid the principal of and interest on every Bond on the dates and in the places and
manner prescribed in this Resolution and the Bonds; and it will, at the times and in the manner
prescribed, deposit or cause to be deposited the amounts required to be deposited into the Funds
created hereby; and any registered ovmer of the Bonds may require the Issuer, its officials and
employees to carry out, respect or enforce the covenants and obligations of this Resolution, by all
legal and equitable means, including specifically, but without limitation, the use and filing of
mandamus proceedings, in any court of competent jurisdiction, against the Issuer, its officials and
employees, or by the appointment of a receiver in equity.
(b) Legal Authority. It is a duly created and existing industrial development corporation,
and is duly authorized under the laws of the State of Texas, including the Act, to create and issue the
Bonds; that all action on its part for the creation and issuance of the Bonds has been duly and
effectively taken, and that the Bonds in the hands of the registered owners thereof are and will be
valid and enforceable special obligations of the Issuer in accordance with their terms.
(c) Further Encumbrance. It, while the Bonds or any Additional Bonds are outstanding and
unpaid, will not additionally encumber the Pledged Revenues in any manner, except as permitted
in this Resolution in connection with Additional Bonds, unless said encumbrance is made junior and
subordinate in all respects to the liens, pledges, covenants and agreements of this Resolution; but the
right of the Issuer to issue revenue bonds payable from a subordinate lien on the Pledged Revenues,
in accordance with the provisions of the Act, is specifically recognized and retained.
22
(d) Sale or Disposal of Project. It, while the Bonds or any Additional Bonds axe outstanding
and unpaid, will not sell, convey, mortgage, or in any manner transfer title to, or otherwise dispose
of the Project, or any significant or substantial part thereof, without the approval of the governing
body of the City.
(e) Collection of Sales Tax. (i) The Issuer hereby confirms the earlier levy by the City of
the Sales Tax at the rate voted at the election held by and within the City on November 5, 1991, and
the I.ssuer hereby warrants and represents that the City has duly and lawfully ordered the imposition
and collection of the Sales Tax upon all sales, uses and transactions as are permitted by and
described in the Act throughout the boundaries of the City as such boundaries existed on the date
of said election and as they may have been expanded thereafter.
(ii) For so long as any Bonds or Additional Bonds are outstanding, the Issuer covenants,
agrees and warrants to take and pursue all action permissible under applicable law to cause the Sales
Tax, at said rate or at a higher rate if permitted by applicable law, to be levied and collected
continuously, in the manner and to the maximum extent permitted by applicable law, and to cause
no reduction, abatement or exemption in the Sales Tax or rate of tax below the rate stated, confirmed
and ordered in subsection (e)(i) of this Section to be ordered or permitted so long as any Bonds, or
Additional Bonds shall remain outstanding.
(iii) lfthe City shall be authorized hereafter by applicable law to apply, impose and levy the
Sales Tax on any taxable items or transactions that are not subject to the Sales Tax on the date of the
adoption hereof, the Issuer, to the extent it legally may do so, hereby covenants and agrees to use
its best efforts to cause the City to take such action as may be required by applicable law to subject
such taxable items or transactions to the Sales Tax.
(iv) The Issuer agrees to take and pursue all action permissible under applicable law to cause
the Sales Tax to be collected and remitted and deposited as herein required and as required by the
Act, at the earliest and most frequent times permitted by applicable law.
(v) The Issuer agrees and covenants at all times to use its best efforts to cause the City to
comply with the Transfer Agreement.
(f) Records. It will keep proper books of record and account in which full, true and correct
entries will be made of all dealings, activities and transactions relating to the Project, the Pledged
Revenues and the Funds created pursuant to this Resolution, and all books, documents and vouchers
relating thereto shall at all reasonable times be made available for inspection upon request of any
bondholders.
(g) Corporate Existence. It will maintain its corporate existence during the time that any
Bonds are outstanding hereunder.
Section 21. DEFEASANCE OF BONDS. (a) Any Bond and the interest thereon shall be
deemed to be paid, retired, and no longer outstanding (a "Defeased Bond") within the meaning of
this Resolution, except to the extent provided in subsection (d) of this Section, when payment of the
principal of such Bond, plus interest thereon to the due date (whether such due date be by reason of
maturity, upon redemption, or otherwise) either (i) shall have been made or caused to be made in
accordance with the terms thereof(including the giving of any required notice of redemption) or (ii)
shall have been provided for on or before such due date by irrevocably depositing with or making
avai!able to the Paying Agent/Registrar for such payment (1) lawful money of the United States of
America sufficient to make such payment or (2) Government Obligations which mature as to
principal and interest in such mounts and at such times as will insure the availability, without
reinvestment, of sufficient money to provide for such payment, and when proper arrangements have
been made by the Issuer with the Paying Agent/Registrar for the payment of its services until all
Defeased Bonds shall have become due and payable. At such time as a Bond shall be deemed to be
a Defeased Bond hereunder, as aforesaid, such Bond and the interest thereon shall no longer be
secured by, payable from, or entitled to the benefits of, the Pledged Revenues herein pledged as
provided in this Resolution, and such principal and interest shall be payable solely fi.om such money
or Government Obligations.
(b) Any moneys so deposited with the Paying Agent/Registrar may at the written direction
of the Issuer also be invested in Government Obligations, maturing in the amounts and times as
hereinbefore set forth, and all income from such Government Obligations received by the Paying
Agent/Registrar which is not required for the payment of the Bonds and interest thereon, with respect
to which such money has been so deposited, shall be turned over to the Issuer, or deposited as
directed in writing by the Issuer.
(c) The term "Government Obligations" as used in this Section, shall mean direct obligations
of the United States of America, including obligations the principal of and interest on which are
unconditionally guaranteed by the United States of America, which may be United States Treasury
obligations such as its State and Local Government Series, which may be in book-entry form.
(d) Until all Defeased Bonds shall have become due and payable, the Paying Agent/Registrar
shall perform the services of Paying Agent/Registrar for such Defeased Bonds the same as if they
had not been defeased, and the Issuer shall make proper arrangements to provide and pay for such
services as required by this Resolution.
Section 22. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED BONDS.
(a) Replacement Bonds. In the event any outstanding Bond is damaged, mutilated, lost, stolen, or
destroyed, the Paying Agent/Registrar shall cause to be printed, executed, and delivered, a new bond
of the same principal amount, maturity, and interest rate, as the damaged, mutilated, lost, stolen, or
destroyed Bond, in replacement for such Bond in the manner hereinafter provided.
(b) Application for Replacement Bonds. Application for replacement of damaged, mutilated,
lost, stolen, or destroyed Bonds shall be made by the registered owner thereof to the Paying
24
Agent/Registrar. In every case of loss, theft, or destruction ora Bond, the registered owner applying
for a replacement bond shall furnish to the Issuer and to the Paying Agent/Registrar such security
or indemnity as may be required by them to save each of them harmless from any loss or damage
with respect thereto. Also, in every case of loss, theft, or destruction of a Bond, the registered owner
shall furnish to the Issuer and to the Paying Agent/Registrar evidence to their satisfaction of the loss,
theft, or destruction of such Bond, as the case may be. In every case of damage or mutilation ora
Bond, the registered owner shall surrender to the Paying Agent/Registrar for cancellation the Bond
so d.amaged or mutilated.
(c) No Default Occurred. Notwithstanding the foregoing provisions of this Section, in the
event any such Bond shall have matured, and no default has occurred which is then continuing in
the payment of the principal of, redemption premium, if any, or interest on the Bond, the Issuer may
authorize the payment of the same (without surrender thereof except in the case of a damaged or
mutilated Bond) instead of issuing a replacement Bond, provided security or indemnity is furnished
as above provided in this Section.
(d) Charge for Issuing Replacement Bonds. Prior to the issuance of any replacement bond,
the Paying AgenffRegistrar shall charge the registered owner of such Bond with all legal, printing,
and other expenses in connection therewith. Every replacement bond issued pursuant to the
provisions of this Section by virtue of the fact that any Bond is lost, stolen, or destroyed shall
constitute a contractual obligation of the Issuer whether or not the lost, stolen, or destroyed Bond
shall be found at any time, or be enforceable by anyone, and shall be entitled to all the benefits of
this Resolution equally and proportionately with any and all other Bonds duly issued under this
Resolution.
(e) Authority for Issuing Replacement Bonds. In accordance with Section 6 of Article 717k-
6, Texas Revised Civil Statutes, this Section shall constitute authority for the issuance of any such
replacement bond without necessity of further action by the governing body of the Issuer or any
other body or person, and the duty of the replacement of such bonds is hereby authorized and
imposed upon the Paying Agent/Registrar, and the Paying Agent/Registrar shall authenticate and
deliver such Bonds in the form and mmmer and with the effect, as provided in Section 4(d) of this
Resolution, for Bonds issued in conversion and exchange for other Bonds.
Section 23. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS; BOND
COUNSEL'S OPINION; CUSIP NUMBERS AND BOND INSURANCE, IF OBTAINED. The
President of the Board of the Issuer is hereby authorized to have control of each Bond issued
hereunder and all necessary records and proceedings pertaining to each Bond pending their delivery
and their investigation, examination, and approval by the Attorney General of the State of Texas, and
their registration by the Comptroller of Public Accounts of the State of Texas. Upon registration of
each Bond said Comptroller of Public Accounts (or a deputy designated in writing to act for said
Comptroller) shall manually sign the Comptroller's Registration Certificate on each Bond, and the
seal of said Comptroller shall be impressed, or placed in facsimile, on each Bond. The approving
legal opinion of the Issuer's Bond Counsel and the assigned CUSIP numbers may, at the option of
2s
the Issuer, be printed on each Bond or on any Bonds issued and delivered in conversion of and
exchange or replacement of any Bond, but neither shall have any legal effect, and shall be solely for
the convenience and information of the registered owners of the Bonds. In addition, an appropriate
statement of insurance supplied by a municipal bond insurance company providing insurance, if any,
covering all or any part of the Bonds may be printed or attached to the Bonds.
Section 24. COVENANTS REGARDING TAX EXEMPTION. The Issuer covenants to
refrain from taking any action which would adversely affect, and to take any required action to
ensure, the treatment of the Bonds as obligations described in Section 103 of the Internal Revenue
Code of 1986, as amended (the "Code"), the interest on which is not includable in the "gross income"
of the holder for purposes of federal income taxation. In furtherance thereof, the Issuer covenants
as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of the Bonds
or the projects financed therewith (less amounts deposited to a reserve fund, if any) are used for any
"private business use," as defined in Section 141 (b)(6) of the Code or, if more than 10 percent of the
proceeds or the projects financed therewith are so used, such amounts, whether or not received by
the Issuer, with respect to such private business use, do not, under the terms of this Resolution, or
any underlying arrangement, directly or indirectly, secure or provide for the payment of more than
10 percent of the debt service on the Bonds, in contravention of Section 141 (b)(2) of the Code;
(b) to take any action to assure that in the event that the "private business use" described in
subsection (a) hereof exceeds 5 percent of the proceeds of the Bonds or the projects financed
therewith (less amounts deposited into a reserve fund, if any) then the amount in excess of 5 percent
is used for a "private business use" which is "related" and not "disproportionate," within the meaning
of Section 141 (b)(3) of the Code, to the governmental use;
(c) to take any action to assure that no amount which is greater than the lesser of $5,000,000,
or 5 percent of the proceeds of the Bonds (less amounts deposited into a reserve fund, if any) is
directly or indirectly used to finance loans to persons, other than state or local governmental units,
in contravention of Section 141 (c) of the Code;
(d) to refrain from taking any action which would otherwise result in the Bonds being treated
as "private activity bonds" within the meaning of Section 141 Co) of the Code;
(e) to refrain from taking any action that would result in the Bonds being "federally
guaranteed" within the meaning of Section 149(b) of the Code;
(f) to refrain from using any portion of the proceeds of the Bonds, directly or indirectly, to
acquire or to replace funds which were used, directly or indirectly, to acquire investment property
(as defined in Section 148(b)(2) of the Code) which produces a materially higher yield over the term
of the Bonds, other than investment property acquired with --
26
(I) proceeds of the Bonds invested for a reasonable temporary period of 3 years or
less or, in the case of a refunding bond, for a period of 30 days or less until such proceeds
are needed for the purpose for which the bonds are issued,
(2) amounts invested in a bona fide debt service fund, within the meaning of Section
1.148-l(b) of the Treasury Regulations, and
(3) amounts deposited in any reasonably required reserve or replacement fund to the
extent such amounts do not exceed 10 percent of the proceeds of the Bonds;
(g) to otherwise restrict the use of the proceeds of the Bonds or amounts treated as proceeds
of the Bonds, as may be necessary, so that the Bonds do not otherwise contravene the requirements
of Section 148 of the Code (relating to arbitrage) and, to the extent applicable, Section 149(d) of the
Code (relating to advance refundings); and
(h) to pay to the United States of America at least once during each five-year period
(beginning on the date of delivery of the Bonds) an amount that is at least equal to 90 percent of the
"Excess Earnings," within the meaning of Section 148(f) of the Code and to pay to the United States
of America, not later than 60 days after the Bonds have been paid in full, 100 percent of the amount
then required to be paid as a result of Excess Earnings under Section 148(0 of the Code.
For the purposes of the foregoing (a) and (b), the Issuer understands that the term "proceeds"
includes "disposition proceeds" as defined in the Treasury Regulations and, in the case of refunding
bonds, transferred proceeds (if any) and proceeds of the refunded bonds expended prior to the date
of issuance of the Bonds. It is the understanding of the Issuer that the covenants contained herein
are intended to assure compliance with the Code and any regulations or rulings promulgated by the
U.S. Department of the Treasury pursuant thereto. In the event that regulations or rulings are
hereafter promulgated which modify or expand provisions of the Code, as applicable to the Bonds,
the Issuer will not be required to comply with any covenant contained herein to the extent that such
failure to comply, in the opinion of nationally-recognized bond counsel, will not adversely affect the
exemption from federal income taxation of interest on the Bonds under Section 103 of the Code.
In the event that regulations or rulings are hereafter promulgated which impose additional require-
ments which are applicable to the Bonds, the Issuer agrees to comply with the additional
requirements to the extent necessary, in the opinion of nationally-recognized bond counsel, to
preserve the exemption from federal income taxation of interest on the Bonds under Section 103 of
the Code. In furtherance of such intention, the Issuer hereby authorizes and directs the Chairman
of the Issuer to execute any documents, certificates or reports required by the Code and to make such
elections, on behalf of the Issuer, which may be permitted by the Code as are consistent with the
purpose for the issuance of the Bonds.
In order to facilitate compliance with the above covenant (h), a "Rebate Fund" is hereby
established by the Issuer for the sole benefit of the United States of America, and such fund shall not
27
be subject to the claim of any other person, including without limitation the bondholders. The
Rebate Fund is established for the additional purpose of compliance with Section 148 of the Code.
Section 25. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR THE
PROJECT. The Issuer covenants to account for the expenditure of sale proceeds and investment
earnings to be used for the purposes described in Section 1 of this Resolution (the "Project") on its
books and records by allocating proceeds to expenditures within 18 months of the later of the date
that (i) the expenditure is made, or (2) the Project is completed. The foregoing notwithstanding, the
Issuer shall not expend sale proceeds or investment earnings thereon more than 60 days after the
earlier of(l) the fifth anniversary of the delivery of the Bonds, or (2) the date the Bonds are retired,
unless the Issuer obtains an opinion of nationally-recognized bond counsel that such expenditure will
not adversely affect the tax-exempt status of the Bonds. For purposes hereof, the Issuer shall not be
obligated to comply with this covenant if it obtains an opinion that such failure to comply will not
adversely affect the excludability for federal income tax purposes from gross income of the interest.
Section 26. DISPOSITION OF PROJECT. The Issuer covenants that the property
constituting the Project will not be sold or otherwise disposed in a transaction resulting in the receipt
by the Issuer of cash or other compensation, unless the Issuer obtains an opinion of nationally-
recognized bond counsel that such sale or other disposition will not adversely affect the tax-exempt
status of the Bonds. For purposes of the foregoing, the portion of the property comprising personal
property and disposed in the ordinary course shall not be treated as a transaction resulting in the
receipt of cash or other compensation. For purposes hereof, the Issuer shall not be obligated to
comply with this covenant if it obtains an opinion that such failure to comply will not adversely
affect the excludability for federal income tax purposes from gross income of the interest.
Section 27. CONTINUING DISCLOSURE.(a) Annual Reports. (i) The Issuer shall provide
annually to each NRMSIR and any S1D, within four months after the end of each fiscal year ending
in or after 1999, financial information and operating data with respect to the Issuer of the general
type included in the final Official Statement authorized by Section 28 of this Resolution, being the
information described in Exhibit A. Any financial statements so to be provided shall be prepared
in accordance with the accounting principles described in Exhibit A thereto, or such other accounting
principles as the Issuer may be required to employ from time to time pursuant to state law or
regulation, and audited, if the Issuer commissions an audit of such statements and the audit is
completed within the period during which they must be provided. If the audit of such financial
statements is not complete within such period, then the Issuer shall provide unaudited financial
statements by the required time and audited financial statements for the applicable fiscal year to each
NRMSIR and any SID, when and if the audit report on such statements become available.
(ii) If the Issuer changes its fiscal year, it will notify each NRMSIR and any SID of the
change (and of the date of the new fiscal year end) prior to the next date by which the Issuer
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 any
28
document (including an official statement or other offering document, if it is available from the
MSRB) that theretofore has been provided to each NRMSIR and any SID or filed with the SEC.
(b) Material Event Notices. The Issuer shall notify any SID and either each NRMSIR or
the MSRB, in a timely manner, of any of the following events with respect to the Bonds, if such
event is material within the meaning of the federal securities laws:
1. Principal and interest payment delinquencies;
2. Non-payment related defaults;
3. Unscheduled draws on debt service reserves reflecting financial difficulties;
4. Unscheduled draws on credit enhancements reflecting financial difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions or events affecting the tax-exempt status of the Bonds;
7. Modifications to rights of holders of the Bonds;
8. Bond calls;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the Bonds; and
11. Rating changes.
The Issuer shall notify any SID and either each NRMSIR or the MSRB, in a timely manner, of any
failure by the Issuer to provide financial information or operating data in accordance with subsection
(a) of this Section by the time required by such subsection.
(c) Limitations, Disclaimers, and Amendments. (i) The Issuer shall be obligated to observe
and perform the covenants specified in this Section for so long as, but only for so long as, the Issuer
remains an "obligated person" with respect to the Bonds within the meaning of the Rule, except that
the Issuer in any event will give notice of any deposit made in accordance with this Resolution or
applicable law that causes Bonds no longer to be outstanding.
(ii) The provisions of this Section are for the sole benefit of the holders and beneficial
owners of the Bonds, and nothing in this Section, express or implied, shall give any benefit or any
legal or equitable right, remedy, or claim hereunder to any other person. The Issuer undertakes to
provide only the financial information, operating data, financial statements, and notices which it has
expressly agreed to provide pursuant to this Section and does not hereby undertake to provide any
other information that may be relevant or material to a complete presentation of the Issuer's financial
results, condition, or prospects or hereby undertake to update any information provided in
accordance with this Section or otherwise, except as expressly provided herein. The Issuer does not
make any representation or warranty concerning such information or its usefulness to a decision to
invest in or sell Bonds at any future date.
(iii) UNDER NO CIRCUMSTANCES SHALL THE ISSUER BE LIABLE TO THE
HOLDER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN
CONTRACT OR TORT, FOR DAMAGES RESULTING 1N WHOLE OR IN PART FROM ANY
29
BREACH BY THE ISSUER, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS PART,
OF ANY COVENANT SPECIFIED IN THIS SECTION, 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
PERFORIVIANCE.
(iv) No default by the Issuer in observing or performing its obligations under this Section
shal! comprise a breach of or default under the Resolution for purposes of any other provision of this
Resolution. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the
duties of the Issuer under federal and state securities laws.
(v) The provisions of this Section may be amended by the Issuer 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 Issuer, but only if( I ) the provisions
of this Section, as so amended, would have permitted an underwriter to purchase or sell Bonds in
the primary offering of the Bonds in compliance with the Rule, taking into account any amendments
or interpretations of the Rule since such offering as well as such changed circumstances and (2)
either (a) the holders of a majority in aggregate principal amount (or any greater amount required
by any other provision of this Resolution that authorizes such an amendment) of the Bonds consent
to such amendment or (b) a person that is unaffiliated with the Issuer (such as bond counsel)
determined that such amendment will not materially impair the interest of the holders and beneficial
owners of the Bonds. If the Issuer so amends the provisions of this Section, it shall include with any
amended financial information or operating data next provided in accordance with subsection (a) of
this Section an explanation, in narrative form, of the reason for the amendment and of the impact
of any change in the type of financial information or operating data so provided. The Issuer may
also amend or repeal the provisions of this continuing disclosure agreement if the SEC amends or
repeals the applicable provision of the Rule or a court of final jurisdiction enters judgment that such
provisions of the Rule are invalid, but only if and to the extent that the provisions of this sentence
would not prevent an underwriter from lawfully purchasing or selling Bonds in the primary offering
of the Bonds.
(d) Definitions. As used in this Section, the following terms have the meanings ascribed to
such terms below:
"MSRB" means the Municipal Securities Rulemaking Board.
"NRMSIR" means each person whom the SEC or its staffhas determined to be a nationally
recognized municipal securities information repository within the meaning of the Rule from
time to time.
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
30
"SID" means any person designated by the State of Texas or an authorized department,
officer, or agency thereof as, and determined by the SEC or its staffto be, a state information
depository within the meaning of the Rule from time to time.
Section 28. SALE OF BONDS. The Bonds are hereby sold and shall be delivered to
MERRILL LYNCH & CO. for cash for the par value thereof and accrued interest to date of delivery
plus a premium of $943.00. It is hereby officially found, determined, and declared that the Bonds
have been sold at public sale to the bidder offering the lowest interest cost, after receiving sealed
bid} pursuant to an Official Notice of Sale and Bidding Instructions and Official Statement dated
January 4, 1999, prepared and distributed in connection with the sale of the Bonds. Said Official
Notice of Sale and Bidding Instructions and Official Statement, and any addenda, supplement, or
amendment thereto have been and are hereby approved by the governing body of the Issuer, and their
use in the offer and sale of the Bonds is hereby approved. It is further officially found, determined,
and declared that the statements and representations contained in said Official Notice of Sale and
Official Statement are true and correct in all material respects, to the best knowledge and belief of
the governing body of the Issuer.
Section 29. PUBLIC NOTICE. It is hereby officially found and determined that public
notice of the time, place and purpose of said meeting was given, all as required by Chapter 55 I,
Texas Government Code, and no petition was received from the qualified electors of the Issuer
protesting the issuance of such Bonds.
Section 30. USE OF BOND PROCEEDS. The proceeds from the sale of the Bonds, other
than costs of issuance paid in accordance with an instruction letter of the Issuer, shall be deposited
to the credit of the various Funds created by this Resolution as follows:
(a) In the Debt Service Fund, the accrued interest from the sale of the Bonds;
(b) In the Reserve Fund, $810,837.50 from the sale of the Bonds.
(c) In the Development Fund, the balance of said proceeds;
as set forth in a certificate to be delivered to the Paying Agent/Registrar at closing.
Section 31. EXECUTION OF DOCUMENTS. The President, Vice President, Secretary and
Treasurer of the Board of the Issuer are hereby authorized to execute, deliver, attest and affix the seal
of the Issuer to all documents and instruments necessary and appropriate in connection with the
issuance, sale and delivery of the Bonds, including, without limitation, the Transfer Agreement and
Paying Agent/Registrar Agreement in substantially the form attached hereto and made a part hereof
for all purposes.
Section 32. PREAMBLE. The findings and preambles set forth in this Resolution are hereby
incorporated into this Resolution and made a part hereof for all purposes.
31
APPROVED this the 26th day of January, 1999.
Pr~rs
~Sec~tary, Board of D~rect~
m-er f°r Corp~rati2n
30
EXHIBIT A
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Section 27 of this Resolution.
I. Annual Financial Statements and Operating Data
Thc financial information and operating data with respect to thc Issuer to be provided annually in accordance
with such Section are as specified (and included in the Appendix or onder the headings of the Official Statement and
Tables referred to) below:
Tables 1 through 4 and in Appendix B
Accounting Principles
The accounting principles referred to in such Section are the accounting principles described in the notes to
the financial statements referred to in paragraph I above.
CERTIFICATE FOR RESOLUTION
THE STATE OF TEXAS
COUNTIES OF DALLAS AND DENTON
CO~PPELL RECREATION DEVELOPMENT CORPORATION
We, the undersigned officers of said Corporation, hereby certify as follows:
1. The Board of said Corporation convened in REGULAR MEETING ON THE 26TH DAY
OF JANUARY, 1999, at the regular meeting place, and the roll was called of the duly constituted
officers and members of said Board, to-wit:
Gary Tunel, President
Kip Allison, Vice President
Arleen Garza, Secretary
Jennifer Armstrong, Treasurer
Karen Rodriguez
Stephen Hafer
Marsha Tunnell
Greg Garcia
andallofsaidpersonswerepresent, exceptthefollowingabsentees: /,~ **~;tl. ,~ (r-~-,~<tq ,
thus constituting a quorum. Whereupon, among other business, the following was transacted at said
Meeting: a written
RESOLUTION AUTHORIZING TIlE ISSUANCE OF COPPELL
RECREATION DEVELOPMENT CORPORATION SALES TAX REVENUE
BONDS, SERIES 1999, IN TIlE PRINCIPAL AMOUNT OF $10,000,000,
APPROVAL OF SALES TAX REMITTANCE AGREEMENT AND OTHER
MATTERS RELATING TIIERETO
was duly introduced for the consideration of said Board and read in full. It was then duly moved and
seconded that said Resolution be passed; and, after due discussion, said motion carrying with it the
passage of said Resolution, prevailed and carded by the following vote:
AYES: All members of said Board shown present above voted "Aye".
NOES: None.
2. That a tree, full and correct copy of the aforesaid Resolution passed at the Meeting
described in the above and foregoing paragraph is attached to and follows this Certificate; that said
Resolution has been duly recorded in said Board's minutes of said Meeting; that the above and
foregoing paragraph is a true, full and correct excerpt from said Board's minutes of said Meeting
pertaining to the passage of said Resolution; that the persons named in the above and foregoing
paragraph are the duly chosen, qualified and acting officers and members of said Board as indicated
ther. ein; that each of the officers and members of said Board was duly and sufficiently notified offi-
cially and personally, in advance, of the time, place and purpose of the aforesaid Meeting, and that
said Resolution would be introduced and considered for passage at said Meeting, and each of said
officers and members consented, in advance, to the holding of said Meeting for such purpose, and
that said Meeting was open to the public and public notice of the time, place and purpose of said
meeting ;vas given, ail as required by Chapter 551, Texas Govermnent Code and in accordance with
the Bylaws of said Corporation.
3. That the President of said Corporation has approved and hereby approves the aforesaid
Resolution and that the President and the Secretary of said Corporation hereby declare that their
signing of this Certificate shall constitute the signing of the attached and following copy of said
Resolution for all purposes.
SIGNED AND SEALED the 26th day of January, i999.
Secretary, Board of Direr/rs Presidenl~C'~rd~of Directors
SEAL