OR 2021-1556 General Obligation 2021 BondCERTIFICATE FOR ORDINANCE
No. 2021-1556
THE STATE OF TEXAS §
COUNTIES OF DALLAS AND DENTON §
CITY OF COPPELL §
We, the undersigned officers of the City of Coppell, Texas (the "City"), hereby certify as follows:
1. The City Council (the "Council") of the City convened in a regular meeting on April 27, 2021,
at the designated meeting place, and the roll was called of the duly constituted officers and members of the
Council, to wit:
Karen Hunt, Mayor Wes Mays
Mark Hill, Mayor Pro Tem Gary Roden
Cliff Long John Jun
Brianna Hinojosa-Smith Biju Mathew
Ashley Owens, City Secretary
and all of said persons were present except n/a, thus constituting a quorum. Whereupon, among other
business, the following was transacted at said meeting: a written
ORDINANCE AUTHORIZING THE ISSUANCE OF CITY OF COPPELL, TEXAS, GENERAL
OBLIGATION REFUNDING BONDS, SERIES 2021; LEVYING AN ANNUAL AD VALOREM TAX
AND PROVIDING FOR THE SECURITY FOR AND PAYMENT OF SAID BONDS; APPROVING AN
OFFICIAL STATEMENT; PROVIDING AN EFFECTIVE DATE; AND ENACTING OTHER
PROVISIONS RELATING TO THE SUBJECT
was duly introduced for the consideration of the Council. It was then duly moved and seconded that said
Ordinance be adopted and, after due discussion, said motion, carrying with it the adoption of said
Ordinance, prevailed and carried with all members present voting "AYE" except the following:
NOES: 0 ABSTAIN: 0
2. A true, full and correct copy of the aforesaid Ordinance adopted at the meeting described in the
above and foregoing paragraph is attached to and follows this Certificate; that said Ordinance has been duly
recorded in the Council's minutes of said meeting; that the above and foregoing paragraph is a true, full
and correct excerpt from the Council's minutes of said meeting pertaining to the adoption of said Ordinance;
that the persons named in the above and foregoing paragraph are the duly chosen, qualified and acting
officers and members of the Council as indicated therein; that each of the officers and members of the
Council was duly and sufficiently notified officially and personally, in advance, of the time, place and
purpose of the aforesaid meeting, and that said Ordinance would be introduced and considered for adoption
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 was given, all as required by Chapter 551, Texas Government Code.
3. The Council has approved and hereby approves the aforesaid Ordinance; the Mayor and the
City Secretary of the City have duly signed said Ordinance; and the Mayor and the City Secretary of the
City hereby declare that their signing of this Certificate shall constitute the signing of the attached and
following copy of said Ordinance for all purposes.
SIGNED AND SEALED ON APRIL 27, 2021.
A J..
kv LLkr
As ley Owens, Secretary eK"enSelbo'—'Hunt, Mayor
City of Coppell City of Coppell
(City Seal)
Certificate for Ordinance Authorizing the Issuance and sale of
City of Coppell, Texas, General Obligation Refunding Bonds, Series 2021
ORDINANCE AUTHORIZING THE ISSUANCE OF CITY OF COPPELL, TEXAS, GENERAL
OBLIGATION REFUNDING BONDS, SERIES 2021; LEVYING AN ANNUAL AD VALOREM
TAX AND PROVIDING FOR THE SECURITY FOR AND PAYMENT OF SAID BONDS;
APPROVING AN OFFICIAL STATEMENT; PROVIDING AN EFFECTIVE DATE; AND
ENACTING OTHER PROVISIONS RELATING TO THE SUBJECT
WHEREAS, certain previously issued and outstanding obligations of the City of Coppell, Texas
(the "Issuer") described in Exhibit B attached hereto and incorporated herein (the "Refunded Obligations")
are intended to be and shall be refunded pursuant to this Ordinance; and
WHEREAS, Chapter 1207, Texas Government Code ("Chapter 1207"), authorizes the Issuer to
issue refunding bonds and to deposit the proceeds from the sale thereof, together with any other available
funds or resources, directly with a paying agent for the Refunded Obligations or a trust company or
commercial bank that does not act as a depository for the Issuer and is named in these proceedings, and
such deposit, if made before the payment dates of the Refunded Obligations, shall constitute the making of
firm banking and financial arrangements for the discharge and final payment of the Refunded Obligations;
and
WHEREAS, Chapter 1207 further authorizes the Issuer to enter into an escrow or similar agreement
with such paying agent for the Refunded Obligations or trust company or commercial bank with respect to
the safekeeping, investment, reinvestment, administration and disposition of any such deposit, upon such
terms and conditions as the Issuer and such paying agent or trust company or commercial bank may agree;
and
WHEREAS, the City Council hereby finds and declares a public purpose and it is in the best
interests of the Issuer to refund the Refunded Obligations in order to restructure the Issuer's outstanding
debt service, and that such refunding will result in a present value debt service savings of approximately
$ and an actual debt service savings of approximately $ to the Issuer; and
WHEREAS, all the Refunded Obligations mature or are subject to redemption prior to maturity
within 20 years of the date of the bonds hereinafter authorized; and
WHEREAS, the Bonds hereinafter authorized to be issued and are to be issued, sold and delivered
pursuant to the general laws of the State of Texas, including Chapter 1207; and
WHEREAS, it is officially found, determined, and declared that the meeting at which this
Ordinance has been adopted was open to the public and public notice of the time, place and subject matter
of the public business to be considered and acted upon at said meeting, including this Ordinance, was given,
all as required by the applicable provisions of Texas Government Code, Chapter 551;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
COPPELL, TEXAS:
Section 1. RECITALS, AMOUNT AND PURPOSE OF THE BONDS. The recitals set forth in
the preamble hereof are incorporated herein and shall have the same force and effect as if set forth in this
Section. The bonds of the City of Coppell, Texas (the "Issuer") are hereby authorized to be issued and
delivered in the aggregate principal amount of $ for the purpose of refunding the Refunded
Obligations of the Issuer described in the preamble hereto and to pay the costs incurred in connection with
the issuance of the Bonds.
Section 2. DESIGNATION, DATE, DENOMINATIONS, NUMBERS, AND MATURITIES
AND INTEREST RATES OF BONDS.
(a) Each bond issued pursuant to this Ordinance shall be designated: "CITY OF COPPELL,
TEXAS, GENERAL OBLIGATION REFUNDING BOND, SERIES 2021," and initially there shall be
issued, sold, and delivered hereunder one fully registered bond, without interest coupons, dated April 15,
2021, in the principal amount stated above and in the denominations hereinafter stated, numbered T-1, with
bonds issued in replacement thereof being in the denominations and principal amounts hereinafter stated
and numbered consecutively from R-1 upward, payable to the respective Registered Owners thereof (with
the initial bond being made payable to the initial purchaser as described in Section 10 hereof), or to the
registered assignee or assignees of said bonds or any portion or portions thereof (in each case, the
"Registered Owner"), and said Bonds shall mature and be payable serially on February 1 in each of the
years and in the principal amounts, respectively, and shall bear interest from the date and at the rates per
annum set forth in the FORM OF BOND attached hereto as Exhibit A.
(b) The term "Bonds" as used in this Ordinance shall mean and include collectively the bonds
initially issued and delivered pursuant to this Ordinance and all substitute certificates exchanged therefor,
as well as all other substitute certificates and replacement bonds issued pursuant hereto, and the term
"Bond" shall mean any of the Bonds.
(c) The Bonds are not subject to redemption prior to maturity at the option of the Issuer.
Section 3. CHARACTERISTICS OF THE BONDS.
(a) Registration, Transfer, Conversion and Exchange. The Issuer shall keep or cause to be
kept at the principal corporate trust office of U.S. Bank National Association, Dallas, Texas (the "Paying
Agent/Registrar"), books or records for the registration of the transfer, conversion 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, conversions 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, conversions 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. 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. The Issuer shall pay the Paying Agent/Registrar's standard or customary fees and charges
for making such registration, transfer, conversion, exchange and delivery of a substitute Bond or Bonds.
Registration of assignments, transfers, conversions and exchanges of Bonds shall be made in the manner
provided and with the effect stated in the FORM OF BOND set forth in this Ordinance. Each substitute
Bond shall bear a letter and/or number to distinguish it from each other Bond.
(b) Except as provided in Section 3(d) of this Ordinance, an authorized representative of the
Paying Agent/Registrar shall, before the delivery of any such Bond, date and manually sign said Bond, and
no such Bond shall be deemed to be issued or outstanding unless such Bond is so executed. The Paying
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Agent/Registrar promptly shall cancel all paid Bonds and Bonds surrendered for conversion and exchange.
No additional ordinances, 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 conversion and exchange 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 printed or typed on paper of
customary weight and strength. Pursuant to Chapter 1201, Government Code, as amended, the duty of
conversion and exchange of Bonds as aforesaid is hereby imposed upon the Paying Agent/Registrar, and,
upon the execution of said Bond, the converted and exchanged Bond shall be valid, incontestable, and
enforceable in the same manner and with the same effect as the Bonds that initially were issued and
delivered pursuant to this Ordinance, approved by the Attorney General and registered by the Comptroller
of Public Accounts.
(c) Payment of Bonds 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, all as
provided in this Ordinance. 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 conversions and
exchanges of Bonds, and all replacements of Bonds, as provided in this Ordinance. However, in the event
of a nonpayment of interest on a scheduled payment date, and for thirty (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 past
due interest shall be sent at least five (5) business days prior to the Special Record Date by United States
mail, first-class postage prepaid, to the address of each registered owner appearing on the Registration
Books at the close of business on the last business day next preceding the date of mailing of such notice.
(d) In General. The Bonds (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 converted and exchanged for other Bonds, (iii) may be transferred and assigned,
(iv) shall have the characteristics, (v) shall be signed, sealed, executed and authenticated, (vi) the principal
of and interest on the Bonds shall be payable, and (vii) shall be administered and the Paying Agent/Registrar
and the Issuer shall have certain duties and responsibilities with respect to the Bonds, all as provided, and
in the manner and to the effect as required or indicated, in the FORM OF BOND set forth in this Ordinance.
The Bond initially issued and delivered pursuant to this Ordinance is not required to be, and shall not be,
authenticated by the Paying Agent/Registrar, but on each substitute Bond issued in conversion of and
exchange for any Bond or Bonds issued under this Ordinance the Paying Agent/Registrar shall execute the
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE, in the form set forth in the
FORM OF BOND.
(e) Pang Agent/Registrar for the Bonds. 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 entity to act as and perform the services
of Paying Agent/Registrar for the Bonds under this Ordinance, and that the Paying Agent/Registrar will be
one entity. 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 entity to act as Paying Agent/Registrar under
this Ordinance. Upon any change in the Paying Agent/Registrar, 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
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the Issuer. Upon any change in the Paying Agent/Registrar, 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 Ordinance, and a certified copy of this Ordinance shall be
delivered to each Paying Agent/Registrar.
(f) Authentication. Except as provided below, no Bond shall be valid or obligatory for any
purpose or be entitled to any security or benefit of this Ordinance unless and until there appears thereon the
Certificate of Paying Agent/Registrar substantially in the form provided in this Ordinance, duly
authenticated by manual execution of the Paying Agent/Registrar. It shall not be required that the same
authorized representative of the Paying Agent/Registrar sign the Certificate of Paying Agent/Registrar on
all of the Bonds. In lieu of the executed Certificate of Paying Agent/Registrar described above, the Initial
Bond delivered on the closing date shall have attached thereto the Comptroller's Registration Certificate
substantially in the form provided in this Ordinance, manually executed by the Comptroller of Public
Accounts of the State of Texas or by his duly authorized agent, which certificate shall be evidence that the
Initial Bond has been duly approved by the Attorney General of the State of Texas and that it is a valid and
binding obligation of the Issuer, and has been registered by the Comptroller.
(g) Book -Entry Only System.
(i) The Bonds issued in exchange for the Bond initially issued to the initial 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, New York, 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.
(ii) 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 Ordinance 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 Ordinance, or their respective
attorneys duly 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 evidencing the obligation of the Issuer to make payments of principal and
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interest pursuant to this Ordinance. Upon delivery by DTC to the Paying Agent/Registrar of written notice
to the effect that DTC has determined to substitute a new nominee in place of Cede & Co., and subject to
the provisions in this Ordinance with respect to interest checks being mailed to the Registered Owner at the
close of business on the Record date, the words "Cede & Co." in this Ordinance shall refer to such new
nominee of DTC.
(iii) The previous execution and delivery of the Blanket Letter of Representations with
respect to obligations of the Issuer is hereby ratified and confirmed; and the provisions thereof shall be fully
applicable to the Bonds.
(h) 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 representations 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 17A 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 certificated 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 Ordinance.
(i) Payments to Cede & Co. Notwithstanding any other provision of this Ordinance 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 representations letter of the Issuer to DTC.
(j) Cancellation of Initial Bond. On the closing date, one initial Bond representing the entire
principal amount of the Bonds, payable in stated installments to the purchaser designated in Section 10 or
its designee, executed by manual or facsimile signature of the Mayor (or in the Mayor's absence, by the
Mayor Pro Tem) and City Secretary of the Issuer, approved by the Attorney General of Texas, and
registered and manually signed by the Comptroller of Public Accounts of the State of Texas, will be
delivered to such purchaser or its designee. Upon payment for the initial Bond, the Paying Agent/Registrar
shall cancel the initial Bond and deliver to the Depository Trust Company on behalf of such purchaser one
registered definitive Bond for each year of maturity of the Bonds, in the aggregate principal amount of all
of the Bonds for such maturity.
Section 4. FORM OF BONDS. The form of the Bonds, including the form of Paying
Agent/Registrar's Authentication Certificate, the form of Assignment and the form of Registration
Certificate of the Comptroller of Public Accounts of the State of Texas to be attached to the Bonds initially
issued and delivered pursuant to this Ordinance, shall be, respectively, substantially in the form provided
in Exhibit A attached hereto, with such appropriate variations, omissions or insertions as are permitted or
required by this Ordinance. Exhibit A is incorporated in the Ordinance for all purposes.
Section 5. INTEREST AND SINKING FUND.
(a) A special "Interest and Sinking Fund" is hereby created and shall be established and
maintained by the Issuer as a separate fund or account and the funds therein shall be deposited into and held
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at an official depository bank of said Issuer. Said Interest and Sinking Fund shall be kept separate and
apart from all other funds and accounts of said Issuer, and shall be used only for paying the interest on and
principal of said Bonds. All amounts received from the sale of the Bonds as accrued interest shall be
deposited upon receipt to the Interest and Sinking Fund, and all ad valorem taxes levied and collected for
and on account of said Bonds shall be deposited, as collected, to the credit of said Interest and Sinking
Fund. During each year while any of said Bonds are outstanding and unpaid, the governing body of said
Issuer shall compute and ascertain a rate and amount of ad valorem tax that will be sufficient to raise and
produce the money required to pay the interest on said Bonds as such interest comes due, and to provide
and maintain a sinking fund adequate to pay the principal of said Bonds as such principal matures (but
never less than 2% of the original amount of said Bonds as a sinking fund each year); and said tax shall be
based on the latest approved tax rolls of said Issuer, with full allowances being made for tax delinquencies
and the cost of tax collection. Said rate and amount of ad valorem tax is hereby levied, and is hereby
ordered to be levied, against all taxable property in said Issuer, for each year while any of said Bonds are
outstanding and unpaid, and said tax shall be assessed and collected each such year and deposited to the
credit of the aforesaid Interest and Sinking Fund. Said ad valorem taxes sufficient to provide for the
payment of the interest on and principal of said Bonds, as such interest comes due and such principal
matures, are hereby pledged for such payment, within the limit prescribed by law. If lawfully available
moneys of the Issuer are actually on deposit in the Interest and Sinking Fund in advance of the time when
ad valorem taxes are scheduled to be levied for any year, then the amount of taxes that otherwise would
have been required to be levied pursuant to this Section may be reduced to the extent and by the amount of
the lawfully available funds then on deposit in the Interest and Sinking Fund.
(b) Article 1208, Government Code, applies to the issuance of the Bonds and the pledge of the
taxes granted by the Issuer under this Section, and is therefore valid, effective, and perfected. Should
Texas law be amended at any time while the Bonds are outstanding and unpaid, the result of such
amendment being that the pledge of the taxes granted by the Issuer under this Section is to be subject to the
filing requirements of Chapter 9, Business & Commerce Code, in order to preserve to the registered owners
of the Bonds a security interest in said pledge, the Issuer agrees to take such measures as it determines are
reasonable and necessary under Texas law to comply with the applicable provisions of Chapter 9, Texas
Business & Commerce Code and enable a filing of a security interest in said pledge to occur.
Section 6. 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 Ordinance, 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 or otherwise) either (i) shall have been made or caused
to be made in accordance with the terms thereof, or (ii) shall have been provided for on or before such due
date by irrevocably depositing with or making available to the Paying Agent/Registrar in accordance with
an escrow agreement or other instrument (the "Future Escrow Agreement") for such payment (1) lawful
money of the United States of America sufficient to make such payment or (2) Defeasance Securities that
mature as to principal and interest in such amounts 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 ad valorem taxes herein levied and pledged as provided in this Ordinance,
and such principal and interest shall be payable solely from such money or Defeasance Securities.
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(b) Any moneys so deposited with the Paying Agent/Registrar may at the written direction of
the Issuer be invested in Defeasance Securities, maturing in the amounts and times as hereinbefore set forth,
and all income from such Defeasance Securities received by the Paying Agent/Registrar that 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. Any Future Escrow
Agreement pursuant to which the money and/or Defeasance Securities are held for the payment of Defeased
Bonds may contain provisions permitting the investment or reinvestment of such moneys in Defeasance
Securities or the substitution of other Defeasance Securities upon the satisfaction of the requirements
specified in Subsection (a)(i) or (ii) of this Section. All income from such Defeasance Securities received
by the Paying Agent/Registrar which is not required for the payment of the Defeased Bonds, with respect
to which such money has been so deposited, shall be remitted to the Issuer or deposited as directed in
writing by the Issuer.
(c) The term "Defeasance Securities" means any securities and obligations now or hereafter
authorized by State law that are eligible to refund, retire or otherwise discharge obligations such as the
Bonds.
(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 Ordinance.
(e) In the event that the Issuer elects to defease less than the entire principal amount of Bonds
of a maturity, the Paying Agent/Registrar shall select, or cause to be selected, such amount of Bonds by
such random method as it deems fair and appropriate.
Section 7. 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 Agent/Registrar.
In every case of loss, theft or destruction of a 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 of a Bond, the registered owner shall surrender to the Paying
Agent/Registrar for cancellation the Bond so damaged 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 that is then continuing in the payment
of the principal of 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.
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(d) Charge for Issuing Replacement Bonds. Prior to the issuance of any replacement Bond,
the Paying Agent/Registrar 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 Ordinance equally and proportionately
with any and all other Bonds duly issued under this Ordinance.
(e) Authority for Issuing Replacement Bonds. In accordance with Sec. 1206.022,
Government Code, this Section 7 of this Ordinance 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
manner and with the effect, as provided in Section 3(a) of this Ordinance for Bonds issued in conversion
and exchange for other Bonds.
Section 8. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS; BOND
COUNSEL'S OPINION; CUSIP NUMBERS AND CONTINGENT INSURANCE PROVISION, IF
OBTAINED; ENGAGEMENT OF BOND COUNSEL.
(a) The Mayor of the Issuer (or, in the absence of the Mayor, the Mayor Pro Tem) is hereby
authorized to have control of the Bonds initially issued and delivered hereunder and all necessary records
and proceedings pertaining to the Bonds 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 the Bonds said Comptroller of Public Accounts (or a
deputy designated in writing to act for said Comptroller) shall manually sign the Comptroller's Registration
Certificate attached to such Bonds, and the seal of said Comptroller shall be impressed, or placed in
facsimile, on such Bond. The approving legal opinion of the Issuer's Bond Counsel and the assigned
CUSIP numbers may, at the option of the Issuer, be printed on the Bonds issued and delivered under this
Ordinance, 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, if bond insurance is obtained, the Bonds may bear an
appropriate legend as provided by the insurer.
(b) The obligation of the initial purchaser to accept delivery of the Bonds is subject to the
initial purchaser being furnished with the final, approving opinion of McCall, Parkhurst & Horton L.L.P.,
bond counsel to the Issuer, which opinion shall be dated as of and delivered on the date of initial delivery
of the Bonds to the initial purchaser. The engagement of such firm as bond counsel to the Issuer in
connection with issuance, sale and delivery of the Bonds is hereby approved and confirmed.
Section 9. COVENANTS REGARDING TAX EXEMPTION OF INTEREST ON THE BONDS.
(a) Covenants. The Issuer covenants to take any action necessary to assure, or refrain from any
action that would adversely affect, the treatment of the Bonds as obligations described in section 103 of 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:
(1) 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
Order 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;
(2) to take any action to assure that in the event that the "private business use" described
in subsection (1) 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;
(3) 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;
(4) 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(b) of the Code;
(5) 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;
(6) 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 --
(A) 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 90 days or less until such proceeds
are needed for the purpose for which the bonds are issued,
(B) amounts invested in a bona fide debt service fund, within the meaning of
section 1.148 1(b) of the Treasury Regulations, and
(C) 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;
(7) 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);
(8) to refrain from using the proceeds of the Bonds or proceeds of any prior bonds to pay
debt service on another issue more than 90 days after the date of issue of the Bonds in contravention
of the requirements of section 149(d) of the Code (relating to advance refundings); and
(9) to pay to the United States of America at least once during each five-year period
(beginning on the Issuance Date) 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(f) of the Code.
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(b) Rebate Fund. In order to facilitate compliance with the above covenant (8), a "Rebate Fund"
is hereby established by the Issuer for the sole benefit of the United States of America, and such fund shall
not 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.
(c) Proceeds. 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 Obligations expended prior to the date of issuance of the Bonds and any
replacement funds administered by the Texas State Board of Education as part of the Permanent School
Fund. 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 requirements 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 President of
the Board and/or any Pricing Officer 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.
(d) Disposition of Project. The Issuer covenants that the property constituting the project
financed with the Refunded Obligations will not be sold or otherwise disposed in a transaction resulting in
the receipt by the Issuer of cash or other compensation, unless any action taken in connection with such
disposition will not adversely affect the tax-exempt status of the Bonds. For purpose of the foregoing, the
Issuer may rely on an opinion of nationally -recognized bond counsel that the action taken in connection
with 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 10. SALE OF BONDS AND APPROVAL OF OFFICIAL STATEMENT; FURTHER
PROCEDURES.
(a) The Bonds are hereby sold and shall be delivered to (the "Purchaser") for the
purchase price of $ (representing the aggregate principal amount of the Bonds, plus [a net] reoffering
premium of $ less an underwriter's discount of $ ). The Bonds shall initially be registered in
the name of the Purchaser or its designee. It is hereby officially found, determined and declared that the
terms of this sale are the most advantageous reasonably obtainable.
(b) 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 bids pursuant to an Official Notice
of Sale and Bidding Instructions. It is further officially found, determined and declared that the Bonds
have been offered pursuant to a Preliminary Official Statement prepared and distributed in connection with
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the sale of the Bonds. Said Preliminary Official Statement, the Official Statement, and any addenda,
supplement or amendment thereto, have been and are hereby approved by the governing body of the Issuer,
and its 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 Statement are true and correct
in all material respects, to the best knowledge and belief of the Council.
(c) The Mayor, the Mayor Pro Tem, the City Manager, the Director of Finance and the City
Secretary, individually or jointly, shall be and they are hereby expressly authorized, empowered and
directed from time to time and at any time to do and perform all such acts and things and to execute,
acknowledge and deliver in the name and under the corporate seal and on behalf of the Issuer such
documents, certificates and instruments, whether or not herein mentioned, as may be necessary or desirable
in order to carry out the terms and provisions of this Ordinance, the Letter of Representations, the Bonds
and the sale of the Bonds. In addition, prior to the delivery of the Bonds, the Mayor, the Mayor Pro Tem,
the City Manager, the Director of Finance and the City Secretary are each hereby authorized and directed
to approve any changes or corrections to this Ordinance or to any of the documents authorized and approved
by this Ordinance: (i) in order to cure any ambiguity, formal defect, or omission in this Ordinance or such
other document, or (ii) as requested by the Attorney General or his representative to obtain the approval of
the Bonds by the Attorney General. In case any officer whose signature shall appear on any Bond shall
cease to be such officer before the delivery of such Bond, such signature shall nevertheless be valid and
sufficient for all purposes the same as if such officer had remained in office until such delivery.
Section 11. DEFAULT AND REMEDIES
(a) Events of Default. Each of the following occurrences or events for the purpose of this
Ordinance is hereby declared to be an Event of Default:
(i) the failure to make payment of the principal of or interest on any of the Bonds when
the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or
obligation of the City, the failure to perform which materially, adversely affects the rights of the
registered owners of the Bonds, including, but not limited to, their prospect or ability to be repaid
in accordance with this Ordinance, and the continuation thereof for a period of 60 days after notice
of such default is given by any Registered Owner to the City.
(b)
Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any Registered
Owner or an authorized representative thereof, including, but not limited to, a trustee or trustees
therefor, may proceed against the City for the purpose of protecting and enforcing the rights of the
Registered Owners under this Ordinance, by mandamus or other suit, action or special proceeding
in equity or at law, in any court of competent jurisdiction, for any relief permitted by law, including
the specific performance of any covenant or agreement contained herein, or thereby to enjoin any
act or thing that may be unlawful or in violation of any right of the Registered Owners hereunder
or any combination of such remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for the equal
benefit of all Registered Owners of Bonds then outstanding.
(c) Remedies Not Exclusive.
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(i) No remedy herein conferred or reserved is intended to be exclusive of any other
available remedy or remedies, but each and every such remedy shall be cumulative and shall be in
addition to every other remedy given hereunder or under the Bonds or now or hereafter existing at
law or in equity; provided, however, that notwithstanding any other provision of this Ordinance,
the right to accelerate the debt evidenced by the Bonds shall not be available as a remedy under
this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed a waiver
of any other available remedy.
(iii) By accepting the delivery of a Bond authorized under this Ordinance, such Registered
Owner agrees that the certifications required to effectuate any covenants or representations
contained in this Ordinance do not and shall never constitute or give rise to a personal or pecuniary
liability or charge against the officers or employees of the City or the City Council.
Section 12. COMPLIANCE WITH RULE 15c2-12.
(a) Definitions. As used in this Section, the following terms have the meanings ascribed to
such terms below:
"Financial Obligation" means a: (a) debt obligation; (b) derivative instrument entered into in
connection with, or pledged as security or a source of payment for, an existing or planned debt
obligation; or (c) a guarantee of the foregoing (a) and (b). The term Financial Obligation does not
include any municipal securities as to which a final official statement has been provided to the
Municipal Securities Rulemaking Board consistent with the Rule.
"MSRB" means the Municipal Securities Rulemaking Board.
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
(b) Annual Reports.
(i) The Issuer shall provide annually to the MSRB, in the electronic format prescribed
by the MSRB certain updated financial information and operating data pertaining to the Issuer, consisting
of the following: (1) the quantitative financial information and operating data of the type included in Tables
I through 6 and 8 through 15 of the Official Statement and (2) the Issuer's comprehensive annual financial
report. The Issuer will update and provide the information in the numbered tables within six months after
the end of each fiscal year ending in and after 2021 and, if not submitted as part of such annual financial
information, the Issuer will provide its audited financial statements when and if available, and in any event,
within 12 months after the end of each fiscal year ending in and after 2021. If the audit of such financial
statements is not complete within 12 months after any such fiscal year end, then the Issuer will file
unaudited financial statements within such 12 -month period and audited financial statements for the
applicable fiscal year, when and if the audit report on such statements becomes available. Any such
financial statements will be prepared in accordance with the accounting principles described in Appendix B
to the Official Statement or such other accounting principles as the Issuer may be required to employ from
time to time pursuant to State law or regulation.
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(ii) Any financial information so to be provided shall be (i) prepared in accordance
with the accounting principles described in the financial statements of the Issuer appended to the Official
Statement, or such other accounting principles as the Issuer may be required to employ from time to time
pursuant to state law or regulation, and (ii) audited, if the Issuer commissions an audit of such statements
and the audit is completed within the period during which they must be provided.
(iii) If the Issuer changes its fiscal year, it will notify the MSRB of the change (and of
the date of the new fiscal year end) prior to the next date by which the 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 document that is available to the public on the MSRB's internet
website or filed with the SEC. All documents provided to the MSRB pursuant to this Section shall be
accompanied by identifying information as prescribed by the MSRB.
(c) Event Notices.
(i) The Issuer shall notify the MSRB, in a timely manner not in excess of ten business days
after the occurrence of the event, of any of the following events with respect to the Bonds:
(1) Principal and interest payment delinquencies;
(2) Non-payment related defaults, if material;
(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, the issuance by the Internal Revenue Service of proposed or final
determinations of taxability, Notices of Proposed Issue (IRS Form 5701-TEB), or other
material notices or determinations with respect to the tax status of the Bonds, or other
material events affecting the tax status of the Bonds;
(7) Modifications to rights of holders of the Bonds, if material;
(8) Bond calls, if material, and tender offers;
(9) Defeasances;
(10) Release, substitution, or sale of property securing repayment of the Bonds, if material;
(11) Rating changes;
(12) Bankruptcy, insolvency, receivership, or similar event of the Issuer;
(13) The consummation of a merger, consolidation, or acquisition involving the Issuer or
the sale of all or substantially all of the assets of the Issuer, other than in the ordinary course
of business, the entry into of a definitive agreement to undertake such an action or the
termination of a definitive agreement relating to any such actions, other than pursuant to
its terms, if material;
(14) Appointment of a successor or additional paying agent/registrar or the change of name
of a paying agent/registrar, if material;
(15) Incurrence of a Financial Obligation of the Issuer, if material, or agreement to
covenants, events of default, remedies, priority rights, or other similar terms of a Financial
Obligation of the Issuer, any of which affect security holders, if material; and
(16) Default, event of acceleration, termination event, modification of terms, or other
similar events under the terms of a Financial Obligation of the Issuer, any of which reflect
financial difficulties.
For these purposes, (a) any event described in the immediately preceding paragraph (12) is
considered to occur when any of the following occur: the appointment of a receiver, fiscal agent,
or similar officer for the Issuer in a proceeding under the United States Bankruptcy Code or in any
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other proceeding under state or federal law in which a court or governmental authority has assumed
jurisdiction over substantially all of the assets or business of the Issuer, or if such jurisdiction has
been assumed by leaving the existing governing body and officials or officers of the Issuer in
possession but subject to the supervision and orders of a court or governmental authority, or the
entry of an order confirming a plan of reorganization, arrangement, or liquidation by a court or
governmental authority having supervision or jurisdiction over substantially all of the assets or
business of the Issuer, and (b) the Issuer intends the words used in the immediately preceding
paragraphs (15) and (16) and the definition of Financial Obligation in this Section to have the same
meanings as when they are used in the Rule, as evidenced by SEC Release No. 34-83885, dated
August 20, 2018.
(d) 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 Ordinance or applicable law that causes Bonds no longer to be outstanding.
(ii) The provisions of this Section are for the sole benefit of the registered owners 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
REGISTERED OWNER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN
CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY
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 PERFORMANCE.
(iv) No default by the Issuer in observing or performing its obligations under this
Section shall comprise a breach of or default under this Ordinance for purposes of any other provision of
this Ordinance. 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) Should the Rule be amended to obligate the Issuer to make filings with or provide
notices to entities other than the MSRB, the Issuer hereby agrees to undertake such obligation with respect
to the Bonds in accordance with the Rule as amended. 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 (1) 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 registered owners of a majority in aggregate principal amount (or any greater amount
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required by any other provision of this Ordinance that authorizes such an amendment) of the outstanding
Bonds consent to such amendment or (b) a person that is unaffiliated with the Issuer (such as nationally
recognized I counsel) determined that such amendment will not materially impair the interest of the
registered owners 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 (b) 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.
Section 13. METHOD OF AMENDMENT. The Issuer hereby reserves the right to amend this
Ordinance subject to the following terms and conditions, to -wit:
(a) The Issuer may from time to time, without the consent of any holder, except as otherwise
required by paragraph (b) below, amend or supplement this Ordinance in order to (i) cure any ambiguity,
defect or omission in this Ordinance that does not materially adversely affect the interests of the holders,
(ii) grant additional rights or security for the benefit of the holders, (iii) add events of default as shall not
be inconsistent with the provisions of this Ordinance and that shall not materially adversely affect the
interests of the holders, (iv) qualify this Ordinance under the Trust Indenture Act of 1939, as amended, or
corresponding provisions of federal laws from time to time in effect, or (v) make such other provisions in
regard to matters or questions arising under this Ordinance as shall not be inconsistent with the provisions
of this Ordinance and that shall not in the opinion of the Issuer's Bond Counsel materially adversely affect
the interests of the holders.
(b) Except as provided in paragraph (a) above, the holders of Bonds aggregating a majority in
principal amount of then outstanding Bonds that are the subject of a proposed amendment shall have the
right from time to time to approve any amendment hereto that may be deemed necessary or desirable by
the Issuer; provided, however, that without the consent of 100% of the holders in aggregate principal
amount of the then outstanding Bonds, nothing herein contained shall permit or be construed to permit
amendment of the terms and conditions of this Ordinance or in any of the Bonds so as to: (i) make any
change in the maturity of any of the outstanding Bonds; (ii) reduce the rate of interest borne by any of the
outstanding Bonds; (iii) reduce the amount of the principal payable on any outstanding Bonds; (iv) modify
the terms of payment of principal or of interest on outstanding Bonds or any of them or impose any
condition with respect to such payment; or (v) change the minimum percentage of the principal amount of
any series of Bonds necessary for consent to such amendment.
(c) If at any time the Issuer shall desire to amend this Ordinance under this Section, the Issuer
shall send by U.S. mail to each registered owner of the affected Bonds a copy of the proposed amendment.
Such notice shall briefly set forth the nature of the proposed amendment and shall state that a copy thereof
is on file at the office of the Issuer for inspection by all holders of such Bonds.
(d) Whenever at any time within one year from the date of such notice the Issuer shall receive
an instrument or instruments executed by the holders of a majority in principal amount of all of the Bonds
then outstanding that are required for the amendment, which instrument or instruments shall refer to the
proposed amendment and that shall specifically consent to and approve such amendment, the Issuer may
adopt the amendment in substantially the same form.
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(e) Upon the adoption of any amendatory Ordinance pursuant to the provisions of this Section,
this Ordinance shall be deemed to be modified and amended in accordance with such amendatory
Ordinance, and the respective rights, duties, and obligations of the Issuer and all holders of such affected
Bonds shall thereafter be determined, exercised, and enforced, subject in all respects to such amendment.
(f) Any consent given by the holder of a Bond pursuant to the provisions of this Section shall
be irrevocable for a period of six months from the date of the notice, and shall be conclusive and binding
upon all future holders of the same Bond during such period. Such consent may be revoked at any time
after six months from the date of such notice by the holder who gave such consent, or by a successor in
title, by filing notice with the Issuer, but such revocation shall not be effective if the holders of a majority
in aggregate principal amount of the affected Bonds then outstanding, have, prior to the attempted
revocation, consented to and approved the amendment.
For the purposes of establishing ownership of the Bonds, the Issuer shall rely solely upon the
registration of the ownership of such Bonds on the registration books kept by the Paying Agent/Registrar.
Section 14. APPROVAL OF DEPOSIT AGREEMENT AND TRANSFER OF FUNDS. The
Mayor is hereby authorized and directed to execute and deliver a deposit agreement (the "Deposit
Agreement") with U.S. Bank National Association (the "Deposit Agent"), with respect to the Refunded
Obligations, in substantially the form presented at the meeting at which this Ordinance was adopted. In
addition, Issuer shall cause $ in lawfully available funds to be deposited into the deposit account
established under the Deposit Agreement.
Section 15. REDEMPTION OF REFUNDED OBLIGATIONS.
(a) The Issuer hereby directs that certain of the Refunded Obligations be called for redemption
on the date and as set forth on Exhibit B. Each of such Refunded Obligations shall be redeemed at the
redemption price of par plus accrued interest to the redemption date thereof. The Issuer hereby authorizes
and directs, and ratifies the authorization and direction, to issue or cause to be issued the Notices of
Redemption of the Refunded Obligations in the substantially the forms set forth in Exhibit B attached
hereto to the paying agent/registrar for the Refunded Obligations.
(b) In addition, the paying agent/registrar for the Refunded Obligations is hereby directed to
provide the appropriate notices of redemption and defeasance as specified by the ordinances authorizing
the issuance of the Refunded Obligations and is hereby directed to make appropriate arrangements so that
the Refunded Obligations may be redeemed on their redemption date. The Refunded Obligations shall be
presented for redemption at the paying agent/registrar therefore, and shall not bear interest after the date
fixed for redemption.
Section 16. SEVERABILITY. If any section, article, paragraph, sentence, clause, phrase or word
in this Ordinance, or application thereof to any persons or circumstances is held invalid or unconstitutional
by a court of competent jurisdiction, such holding shall not affect the validity of the remaining portion of
this Ordinance, despite such invalidity, which remaining portions shall remain in full force and effect.
Section 17. PROCEEDS OF SALE. The proceeds of sale of the Bonds in the amount of
(i) $ shall be deposited with the Deposit Agent for the Refunded Obligations and (ii) $
(including underwriter's discount) shall be used to pay costs of issuance of the Bonds.
Section 18. APPROPRIATION. To pay the debt service coming due on the Bonds prior to receipt
of the taxes levied to pay such debt service, there is hereby appropriated from current funds on hand, which
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are hereby certified to be on hand and available for such purpose, an amount sufficient to pay such debt
service, and such amount shall be used for no other purpose.
Section 19. EFFECTIVE DATE. In accordance with the provisions of Texas Government Code,
Section 1201.028, this Ordinance shall be effective immediately upon its adoption by the City Council.
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Exhibit A
FORM OF BONDS
A. The form of the Bonds, including the form of Paying Agent/Registrar's Authentication
Certificate, the form of Assignment and the form of Registration Certificate of the Comptroller of Public
Accounts of the State of Texas to be attached to the Bonds initially issued and delivered pursuant to this
Ordinance, shall be, respectively, substantially as follows, with such appropriate variations, omissions or
insertions as are permitted or required by this Ordinance.
NO. R-_
INTEREST RATE
REGISTERED OWNER:
PRINCIPAL AMOUNT:
PRINCIPAL
UNITED STATES OF AMERICA AMOUNT
STATE OF TEXAS
CITY OF COPPELL, TEXAS
GENERAL OBLIGATION REFUNDING BOND
SERIES 2021
ISSUANCE DATE MATURITY DATE CUSIP NO.
May 27, 2021 February 1, 20_
ON THE MATURITY DATE specified above, the City of Coppell, in Dallas and Denton Counties,
Texas (the "Issuer"), being a political subdivision and municipal corporation of the State of Texas, hereby
promises to pay to the Registered Owner specified above, or registered assigns (hereinafter called the
"Registered Owner"), on the Maturity Date specified above, the Principal Amount specified above. The
Issuer promises to pay interest on the unpaid principal amount hereof (calculated on the basis of a 360 -day
year of twelve 30 -day months) from the Issuance Date above at the Interest Rate per annum specified above.
Interest is payable on February 1, 2021 and semiannually on each August 1 and February 1 thereafter to the
Maturity Date specified above; except, if this Bond is required to be authenticated and the date of its
authentication 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; provided,
however, that if on the date of authentication hereof the interest on the Bond or Bonds, if any, for which
this Bond is being exchanged is due but has not been paid, then this Bond shall bear interest from the date
to which such interest has been paid in full.
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 at the principal corporate
trust office of U.S. Bank National Association, Dallas, Texas, which is the "Paying Agent/Registrar" for
this Bond. The payment of interest on this Bond shall be made by the Paying Agent/Registrar to the
registered owner hereof on each 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
ordinance authorizing the issuance of this Bond (the "Bond Ordinance") to be on deposit with the Paying
Agent/Registrar for such purpose as hereinafter provided; and such check or draft shall be sent by the Paying
Agent/Registrar by United States mail, first-class postage prepaid, on each such interest payment date, to
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the registered owner hereof, at its address as it appeared on the fifteenth day of the month preceding each
such date (the "Record Date") on the Registration Books kept by the Paying Agent/Registrar, as hereinafter
described. 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 United States
mail, first-class postage prepaid, to the address of each owner of a 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.
ANY ACCRUED INTEREST due at maturity shall be paid to the registered owner upon
presentation and surrender of this Bond for 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 and interest payment date, it will make available to the Paying Agent/Registrar,
from the "Interest and Sinking Fund" created by the Bond Ordinance, the amounts required to provide for
the payment, in immediately available funds, of all principal of and interest on the Bonds, when due.
IF THE DATE for any payment of 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 principal corporate trust office
of 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 that 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 a series of Bonds dated April 15, 2021, authorized in accordance with the
Constitution and laws of the State of Texas in the principal amount of $ for the public purposes of
refunding certain outstanding obligations of the Issuer and to pay the costs incurred in connection with the
issuance of the Bonds.
THE BONDS ARE NOT subject to redemption at the option of the Issuer.
ALL BONDS OF THIS SERIES are issuable solely as fully registered bonds, without interest
coupons, in the principal denomination of any integral multiple of $5,000. As provided in the Bond
Ordinance, this Bond may, at the request of the registered owner or the assignee or assignees hereof, be
assigned, transferred, converted into 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 Agent/Registrar for cancellation, all in accordance with the form and
procedures set forth in the Bond Ordinance. 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
Agent/Registrar, evidencing assignment of this Bond or any portion or portions hereof in any integral
multiple of $5,000 to the assignee or assignees in whose name or names this Bond or any such portion or
portions hereof is or are to be registered. The form of Assignment printed or endorsed on this Bond may
be executed by the registered owner to evidence the assignment hereof, but such method is not exclusive,
and other instruments of assignment satisfactory to the Paying Agent/Registrar may be used to evidence
the assignment of this Bond or any portion or portions hereof from time to time by the registered owner.
The Paying Agent/Registrar's reasonable standard or customary fees and charges for assigning,
transferring, converting and exchanging any Bond or portion thereof will be paid by the Issuer. In any
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circumstance, any taxes or governmental charges required to be paid with respect thereto shall be paid by
the one requesting such assignment, transfer, conversion or exchange, as a condition precedent to the
exercise of such privilege. The Paying Agent/Registrar shall not be required to make any such transfer,
conversion, or exchange of Bonds 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.
IN THE EVENT any Paying Agent/Registrar for the Bonds is changed by the Issuer, resigns, or
otherwise ceases to act as such, the Issuer has covenanted in the Bond Ordinance that it promptly will
appoint a competent and legally qualified substitute therefor, and cause written notice thereof to be mailed
to the registered owners of the Bonds.
IT IS HEREBY certified, recited and covenanted that this Bond has been duly and validly
authorized, issued 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; and that annual ad valorem taxes sufficient to
provide for the payment of the interest on and principal of this Bond, as such interest comes due and such
principal matures, have been levied and ordered to be levied against all taxable property in said Issuer, and
have been pledged for such payment, within the limit prescribed by law.
THE ISSUER HAS RESERVED THE RIGHT to amend the Bond Ordinance as provided therein,
and under some, but not all, circumstances amendments thereto must be approved by the registered owners
of a majority in aggregate principal amount of the outstanding Bonds.
BY BECOMING the registered owner of this Bond, the registered owner thereby acknowledges all
of the terms and provisions of the Bond Ordinance, agrees to be bound by such terms and provisions,
acknowledges that the Bond Ordinance 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 Bond Ordinance constitute a contract between each registered owner hereof and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be signed with the manual or
facsimile signature of the Mayor of the Issuer and countersigned with the manual or facsimile signature of
the City Secretary of said Issuer, and has caused the official seal of the Issuer to be duly impressed, or
placed in facsimile, on this Bond.
Ashley Owens, City Secretary
City of Coppell
(City Seal)
Karen Selbo Hunt, Mayor
City of Coppell
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 Bond Ordinance
described in the text of this Bond; and that this Bond has been issued in conversion or replacement of, or
in exchange for, a Bond, Bonds, or a portion of a Bond or Bonds of a series that 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.
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Dated: U.S. BANK NATIONAL ASSOCIATION,
Dallas, Texas
Paying Agent/Registrar
Authorized Representative
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto:
Please insert Social Security or Taxpayer Identification Number of Transferee
Please print or type name and address, including zip code of Transferee
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints:
attorney, to register the transfer of the within Bond on the
books kept for registration thereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by an
eligible guarantor institution participating in a
securities transfer association recognized signature
guarantee program.
NOTICE: The signature above must correspond
with the name of the registered owner as it appears
upon the front of this Bond in every particular,
without alteration or enlargement or any change
whatsoever.
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
Comptroller of Public Accounts of the State of Texas
(COMPTROLLER'S SEAL)
B. Initial Bond Insertions.
(i) The initial Bond shall be in the form set forth is paragraph (a) of this Section, except
that:
A. immediately under the name of the Bond, the headings "Interest Rate" and
"Maturity Date" shall both be completed with the words "As shown below" and "CUSIP
No. " shall be deleted.
B. the first paragraph shall be deleted and the following will be inserted:
"THE CITY OF COPPELL, TEXAS, in Dallas and Denton Counties, Texas (the "Issuer"), being
a political subdivision and municipal corporation of the State of Texas, hereby promises to pay to the
Registered Owner specified above, or registered assigns (hereinafter called the "Registered Owner"), on
February 1 in each of the years, in the Principal Amounts and bearing interest at the Interest Rate per annum
set forth in the following schedule:
Maturity Principal Interest
Date Amount Rate
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
The Issuer promises to pay interest on the unpaid principal amount hereof (calculated on the basis of a 360 -
day year of twelve 30 -day months) from the Issuance Date above at the respective Interest Rate per annum
specified above. Interest is payable on August 1, 2021 and semiannually on each February 1 and August 1
thereafter to the date of payment of the principal installment specified above; except, that if this Bond is
required to be authenticated and the date of its authentication 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; provided, however, that if on the date of authentication hereof the interest
on the Bond or Bonds, if any, for which this Bond is being exchanged is due but has not been paid, then
this Bond shall bear interest from the date to which such interest has been paid in full."
C. The Initial Bond shall be numbered "T-1."
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Exhibit B
NOTICE OF REDEMPTION
CITY OF COPPELL, TEXAS, COMBINATION TAX AND LIMITED SURPLUS REVENUE
CERTIFICATES OF OBLIGATION, SERIES 2011
CITY OF COPPELL, TEXAS
(DALLAS AND DENTON COUNTIES, TEXAS)
NOTICE IS HEREBY GIVEN that the City of Coppell, Texas (the "City") has called for early
redemption the outstanding obligations of the City described as follows:
City of Coppell, Texas, Combination Tax and Limited Surplus Revenue Certificates
of Obligation, Series 2011 (the "Series 2011 Certificates"), maturing on February 1
in the years and in the amounts shown below. Such Series 2011 Certificates have
been called for redemption on June 1, 2021 (the "Redemption Date") at the
redemption price of par and accrued interest to the Redemption Date (the
"Redemption Price"):
Maturity
Date
Principal
Amount
CUSIP
Number
2022
$ 430,000
217482Q84
2023
445,000
217482Q92
2024
465,000
217482R26
2025
480,000
217482R34
2026
500,000
217482R42
2027
520,000
217482R59
2028
545,000
217482R67
2029
565,000
217482R75
2030
590,000
217482R83
2031
615,000
217482R91
aggregating $5,155,000 in principal amount. On May 27, 2021, funds were deposited with the
paying agent/registrar for the Series 2011 Certificates in an amount sufficient to redeem the Series
2011 Certificates on the Redemption Date, and such Series 2011 Certificates shall be paid from
amounts held in a trust account administered by the paying agent/registrar, until the Redemption
Date, when the Redemption Price shall be paid upon presentation of the Series 2011 Certificates
to the paying agent/registrar thereof.
Upon presentation of the Series 2011 Certificates at the paying agent/registrar on the Redemption
Date, the holder thereof shall be entitled to receive the Redemption Price, and thereafter the Series
2011 Certificates shall no longer bear interest.
CITY OF COPPELL, TEXAS
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NOTICE OF REDEMPTION
CITY OF COPPELL, TEXAS, GENERAL OBLIGATION REFUNDING AND
IMPROVEMENT BONDS, SERIES 2011
CITY OF COPPELL, TEXAS
(DALLAS AND DENTON COUNTIES, TEXAS)
NOTICE IS HEREBY GIVEN that the City of Coppell, Texas (the "City") has called for early
redemption the outstanding obligations of the City described as follows:
City of Coppell, Texas, General Obligation Refunding and Improvement Bonds,
Series 2011 (the "Series 2011 Bonds"), maturing on February 1 in the years and in
the amounts shown below. Such Series 2011 Bonds have been called for
redemption on June 1, 2021 (the "Redemption Date") at the redemption price of par
and accrued interest to the Redemption Date (the "Redemption Price"):
Maturity
Date
Principal
Amount
CUSIP
Number
2022
$ 685,000
217482N46
2023
315,000
217482N53
2024
325,000
217482N61
2025
335,000
217482N79
2026
350,000
217482N87
2027
365,000
217482N95
2028
380,000
217482P28
2029
395,000
217482P36
2030
410,000
217482P44
2031
430,000
217482P51
aggregating $3,990,000 in principal amount. On May 27, 2021, funds were deposited with the
paying agent/registrar for the Series 2011 Bonds in an amount sufficient to redeem the Series 2011
Bonds on the Redemption Date, and such Series 2011 Bonds shall be paid from amounts held in a
trust account administered by the paying agent/registrar, until the Redemption Date, when the
Redemption Price shall be paid upon presentation of the Series 2011 Bonds to the paying
agent/registrar thereof.
Upon presentation of the Series 2011 Bonds at the paying agent/registrar on the Redemption Date,
the holder thereof shall be entitled to receive the Redemption Price, and thereafter the Series 2011
Bonds shall no longer bear interest.
CITY OF COPPELL, TEXAS
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