HomeMy WebLinkAboutOrdinance 3455 ORDINANCE NO. 3455
AUTHORIZING THE ISSUANCE OF
CITY OF NORTH RICHLAND HILLS, TEXAS,
GENERAL OBLIGATION REFUNDING BONDS,
SERIES 2017
Adopted: March 27, 2017
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TABLE OF CONTENTS
Page
SECTION 1. Authorization - Designation-Principal Amount - Purpose 1
SECTION 2. Fully Registered Obligations - Bond Date - Authorized
Denominations - Stated Maturity - Interest Rates 2
SECTION 3. Terms of Payment - Paying Agent/Registrar 2
SECTION 4. Redemption 3
SECTION 5. Registration - Transfer - Exchange of Bonds- Predecessor Bonds 4
SECTION 6. Execution - Registration 5
SECTION 7. Initial Bond 6
SECTION 8. Forms 6
SECTION 9. Levy of Taxes 6
SECTION 10. Mutilated- Destroyed- Lost and Stolen Bonds 7
SECTION 11. Satisfaction of Obligation of City 7
SECTION 12. Ordinance a Contract - Amendments - Outstanding Bonds 8
SECTION 13. Covenants to Maintain Tax-Exempt Status 9
SECTION 14. Sale of Bonds-Purchase Letter 13
SECTION 15. Control and Custody of Bonds 13
SECTION 16. Proceeds of Sale 13
SECTION 17. Redemption of Refunded Obligations 13
SECTION 18. Reporting Covenants 14
SECTION 19. Notices to Holders - Waiver 14
SECTION 20. Cancellation 15
SECTION 21. Legal Opinion 15
SECTION 22. Benefits of Ordinance 15
SECTION 23. Inconsistent Provisions 15
SECTION 24. Governing Law 15
SECTION 25. Effect of Headings 15
SECTION 26. Construction of Terms 15
SECTION 27. Severability 15
SECTION 28. Waiver of Jury Trial 15
SECTION 29. Further Procedures 16
SECTION 30. Incorporation of Findings and Determinations 16
SECTION 31. Public Meeting 16
SECTION 32. Effective Date 16
Exhibit A PAYING AGENT/REGISTRAR AGREEMENT A-1
Exhibit B FORMS B-1
Exhibit C PURCHASE LETTER C-1
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TABLE OF CONTENTS
(continued)
Page
Exhibit D CONDITIONAL NOTICE OF REDEMPTION D-1
Exhibit E CONDITIONAL NOTICE OF REDEMPTION E-1
-ii-
ORDINANCE NO. 3455
AN ORDINANCE authorizing the issuance of"City of North Richland Hills,
Texas, General Obligation Refunding Bonds, Series 2017"; specifying the
terms and features of such bonds; levying a continuing direct annual ad
valorem tax for the payment of such bonds; and resolving other matters
incident and related to the issuance, sale, payment and delivery of such
bonds, including the approval and execution of a Paying Agent/Registrar
Agreement and a Purchase Letter; and providing an effective date.
WHEREAS, the City Council (the "Council") of the City of North Richland Hills, Texas
(the "City"), has heretofore issued, sold and delivered, and there are currently outstanding
obligations of the following issues (hereinafter collectively called the "Refunded Obligations"):
(a) "City of North Richland Hills, Texas, General Obligation Refunding and
Improvement Bonds," Series 2007, dated April 15, 2007, scheduled to mature on February 15 in
each of the years 2018 through 2019, inclusive, and 2021, 2022, 2027 and aggregating in the
principal amount of$1,520,000 (the "Series 2007 Refunded Bonds"); and
(b) "City of North Richland Hills, Texas, Tax and Waterworks and Sewer System
(Limited Pledge) Revenue Certificates of Obligation," Series 2007, dated April 15, 2007,
scheduled to mature on February 15 in each of the years 2022 and 2027 and aggregating in the
principal amount of$350,000 (the "Series 2007 Refunded Certificates").
WHEREAS, pursuant to the provisions of Texas Government Code, Chapter 1207, as
amended, the Council is authorized to issue refunding bonds and deposit the proceeds of the sale
thereof directly with the place of payment for the Refunded Obligations, and such deposit, when
made in accordance with said statute, shall constitute the making of firm banking and financial
arrangements for the discharge and final payment of the Refunded Obligations; and
WHEREAS, the Council hereby finds and determines that the Refunded Obligations
should be refunded at this time in order to achieve a savings in debt service payments on such
indebtedness, and the refunding will further provide a net present value savings to the City; and
WHEREAS, the Council hereby finds and determines that the Refunded Obligations are
scheduled to mature, or are subject to being redeemed, not more than twenty (20) years from the
date of the refunding bonds herein authorized; now therefor
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF NORTH RICHLAND HILLS, TEXAS:
SECTION 1. Authorization - Designation—Principal Amount- Purpose. General
obligation bonds of the City shall be and are hereby authorized to be issued in the aggregate
principal amount of $1,900,000 to be designated and bear the title "CITY OF NORTH
RICHLAND HILLS, TEXAS, GENERAL OBLIGATION REFUNDING BONDS, SERIES
2017" (the "Bonds"), for the purpose of providing funds (1) for the discharge and final payment
of certain outstanding obligations of the City (identified in the preamble hereof and referred to as
the "Refunded Obligations") and (2) to pay for professional services rendered in relation thereto,
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all in accordance with the authority conferred by and in conformity with the Constitution and
laws of the State of Texas, including Chapter 1207 of the Texas Government Code, as amended.
SECTION 2. Fully Registered Obligations - Bond Date - Authorized
Denominations - Stated Maturity - Interest Rates. The Bonds shall be issued as fully registered
obligations only, shall be dated the date of initial delivery of the Bonds (anticipated to be May 2,
2017) (the "Bond Date"), shall be in denominations of$75,000 or any integral multiple of$5,000
in excess thereof and shall become due and payable on February 15, 2027 (the "Stated
Maturity").
The Bonds shall bear interest on the unpaid principal amounts from the date of delivery
to the initial purchaser(s) at the rate of 2.29% per annum (calculated on the basis of a 360-day
year consisting of twelve 30-day months). Interest on the Bonds shall be payable on February 15
and August 15 in each year until maturity or prior redemption, commencing August 15, 2017. In
the event the City defaults in the payment of the principal of or interest on any of the Bonds
when due, the Bonds shall bear default interest at an interest rate equal to 8.00%, calculated on
the basis of a 360-day year of twelve 30-day months (the "Default Rate"), from such date of
nonpayment continuing until such delinquent amounts are fully paid, whereupon, the interest rate
on the Bonds shall be restored to the coupon rate.
SECTION 3. Terms of Payment - Paying Agent/Registrar. The principal of,
premium, if any, and the interest on the Bonds, due and payable by reason of maturity or
otherwise, shall be payable only to the registered owners or holders of the Bonds (the "Holders")
appearing on the registration and transfer books maintained by the Paying Agent/Registrar and
the payment thereof shall be in any coin or currency of the United States of America which at the
time of payment is legal tender for the payment of public and private debts, and shall be without
exchange or collection charges to the Holders.
The selection and appointment of JPMorgan Chase Bank, N.A., to serve as Paying
Agent/Registrar for the Bonds is hereby approved and confirmed. Books and records relating to
the registration, payment, exchange, and transfer of the Bonds (the "Register") shall at all times
be kept and maintained on behalf of the City by the Paying Agent/Registrar, all as provided
herein, in accordance with the terms and provisions of a "Paying/Agent Registrar Agreement,"
substantially in the form attached hereto as Exhibit A, and such reasonable rules and regulations
as the Paying Agent/Registrar and the City may prescribe. The Mayor and City Secretary are
authorized to execute and deliver such Paying Agent/Registrar Agreement in connection with the
delivery of the Bonds. The City covenants to maintain and provide a Paying Agent/Registrar at
all times until the Bonds are paid and discharged; and, any successor Paying Agent/Registrar
shall be a commercial bank, trust company, financial institution or other entity qualified and
authorized to serve in such capacity and perform the duties and services of Paying
Agent/Registrar. Upon any change in the Paying Agent/Registrar for the Bonds, the City agrees
to promptly cause a written notice of the change to be sent to each Holder by United States mail,
first-class, postage prepaid; and, such notice shall also give the address of the new Paying
Agent/Registrar.
Principal of and premium, if any, on the Bonds, shall be payable at the Stated Maturity
only upon presentation and surrender of the Bonds to the Paying Agent/Registrar at its
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designated offices, initially in Dallas, Texas, or, with respect to a successor Paying
Agent/Registrar, at the designated offices of such successor (the "Designated Payment/Transfer
Office"); provided; however, with respect to principal payments prior to the Stated Maturity, and
so long as JPMorgan Chase Bank, N.A. owns 100% of the Outstanding Bonds, the Bonds need
not be surrendered to the Paying Agent/Registrar, who will merely document such payment on
an internal ledger maintained by the Paying Agent/Registrar. The Paying Agent/Registrar shall
pay interest on the Bonds only to the Holder whose name appears in the Register at the close of
business on the last business day of the month next preceding each interest payment date (the
"Record Date") and shall pay either by: (1) check sent by United States mail, first-class, postage
prepaid, to the address of the registered owner recorded in the Register or (2) by such other
method, acceptable to the Paying Agent/Registrar, requested by the Holder at the Holder's risk
and expense. If the date for the payment of the principal of or interest on the Bonds shall be a
Saturday, Sunday, a legal holiday, or a day when banking institutions in the city where the
Designated Payment/Transfer Office of the Paying Agent/Registrar is located are authorized by
law or executive order to be closed; then, the date for such payment shall be the next succeeding
day which is not such a Saturday, Sunday, legal holiday, or day when banking institutions are
authorized to be closed and payment on such date shall have the same force and effect as if made
on the original date payment was due.
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 City. Notice of the Special Record Date and of the scheduled
payment date of the past due interest (which shall be fifteen (15) days after the Special Record
Date) 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 Holder appearing on the Register at
the close of business on the last business day next preceding the date of mailing of such notice.
SECTION 4. Redemption.
(a) Mandatory Redemption. The Bonds shall be subject to mandatory redemption
prior to maturity at the price of par plus accrued interest to the mandatory redemption date on the
respective dates and in principal amounts as follows:
Redemption Date Principal Amount
February 15, 2018 $ 320,000
February 15, 2019 305,000
February 15, 2020 300,000
February 15, 2021 290,000
February 15, 2022 285,000
February 15, 2023 85,000
February 15, 2024 80,000
February 15, 2025 80,000
February 15, 2026 80,000
February 15, 2027* 75,000
*Maturity
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Approximately forty-five (45) days prior to each mandatory redemption date for the
Bonds, the Paying Agent/Registrar shall select by lot the numbers of the Bonds to be redeemed
on the next following February 15 from moneys set aside for that purpose in the Interest and
Sinking Fund (as hereinafter defined). Any Bond not selected for prior redemption shall be paid
on the date of the Stated Maturity.
The principal amount of the Bonds required to be redeemed on a mandatory redemption
date may be reduced, at the option of the City, by the principal amount of Bonds which, at least
50 days prior to the mandatory redemption date, shall have been acquired by the City at a price
not exceeding the principal amount of such Bonds plus accrued interest to the date of purchase
thereof, and delivered to the Paying Agent/Registrar for cancellation and not theretofore credited
against a mandatory redemption requirement.
(b) Optional Redemption. The Bonds shall be not subject to optional redemption
prior to maturity.
(c) Selection of Bonds for Redemption. If less than all Outstanding Bonds of the
same Stated Maturity are to be redeemed on a redemption date, the Paying Agent/Registrar shall
treat such Bonds as representing the number of Bonds Outstanding which is obtained by dividing
the principal amount of such Bonds by $75,000 or any integral multiple of$5,000 thereafter and
shall select the Bonds, or principal amount thereof, to be redeemed within such Stated Maturity
by lot.
SECTION 5. Registration- Transfer- Exchange of Bonds- Predecessor Bonds. A
Register relating to the registration, payment, and transfer or exchange of the Bonds shall at all
times be kept and maintained by the City at the Designated Payment/Transfer Office of the
Paying Agent/Registrar and at a place within the State of Texas, as provided herein and in
accordance with the provisions of an agreement with the Paying Agent/Registrar and such rules
and regulations as the Paying Agent/Registrar and the City may prescribe. The Paying
Agent/Registrar shall obtain, record, and maintain in the Register the name and address of each
registered owner of the Bonds issued under and pursuant to the provisions of this Ordinance.
Any Bond may, in accordance with its terms and the terms hereof, be transferred or exchanged
for Bonds of like kind, of other authorized denominations upon the Register by the Holder, in
person or by his duly authorized agent, upon surrender of such Bond to the Paying
Agent/Registrar for cancellation, accompanied by a written instrument of transfer or request for
exchange duly executed by the Holder or by his duly authorized agent, in form satisfactory to the
Paying Agent/Registrar.
Upon surrender for transfer of any Bond (other than the Initial Bond authorized in
Section 7 hereof) at the Designated Payment/Transfer Office of the Paying Agent/Registrar, the
Paying Agent/Registrar shall register and deliver, in the name of the designated transferee or
transferees, one or more new Bonds, executed on behalf of, and furnished by, the City of
authorized denominations and of like Stated Maturity and of a like aggregate principal amount as
the Bond or Bonds surrendered for transfer.
At the option of the Holder, Bonds (other than the Initial Bond authorized in Section 7
hereof) may be exchanged for other Bonds of authorized denominations and of like aggregate
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principal amount as the Bonds surrendered for exchange, upon surrender of the Bonds to be
exchanged at the Designated Payment/Transfer Office of the Paying Agent/Registrar. Whenever
any Bonds are surrendered for exchange, the Paying Agent/Registrar shall register and deliver
new Bonds, executed on behalf of, and furnished by, the City, to the Holder requesting the
exchange.
All Bonds issued in any transfer or exchange of Bonds shall be delivered to the Holders
at the Designated Payment/Transfer Office of the Paying Agent/Registrar or sent by United
States mail, first-class, postage prepaid, to the Holders, and, upon the registration and delivery
thereof, the same shall be the valid obligations of the City, evidencing the same obligation to
pay, and entitled to the same benefits under this Ordinance, as the Bonds surrendered in such
transfer or exchange.
All transfers or exchanges of Bonds pursuant to this Section shall be made without
expense or service charge to the Holder, except as otherwise herein provided, and except that the
Paying Agent/Registrar shall require payment by the Holder requesting such transfer or exchange
of any tax or other governmental charges required to be paid with respect to such transfer or
exchange.
Bonds cancelled by reason of an exchange or transfer pursuant to the provisions of this
Section are hereby defined to be "Predecessor Bonds," evidencing all or a portion, as the case
may be, of the same obligation to pay evidenced by the new Bond or Bonds registered and
delivered in the exchange or transfer. Additionally, the term "Predecessor Bonds" shall include
any mutilated, lost, destroyed, or stolen Bond for which a replacement Bond has been issued,
registered, and delivered in lieu thereof pursuant to the provisions of Section 10 hereof and such
new replacement Bond shall be deemed to evidence the same obligation as the mutilated, lost,
destroyed, or stolen Bond
SECTION 6. Execution - Registration. The Bonds shall be executed on behalf of the
City by the Mayor or Mayor Pro Tem under its seal reproduced or impressed thereon and
countersigned by the City Secretary. The signature of said officers and the seal of the City on
the Bonds may be manual or facsimile. Bonds bearing the manual or facsimile signatures of
individuals who are or were the proper officers of the City on the Bond Date shall be deemed to
be duly executed on behalf of the City, notwithstanding that such individuals or either of them
may no longer hold such offices at the time of delivery of the Bonds to the initial purchaser(s)
and with respect to Bonds delivered in subsequent exchanges and transfers, all as authorized and
provided in Texas Government Code, Chapter 1201, as amended.
No Bond shall be entitled to any right or benefit under this Ordinance, or be valid or
obligatory for any purpose, unless there appears on such Bond either a certificate of registration
substantially in the form provided in Exhibit B, manually executed by the Comptroller of Public
Accounts of the State of Texas or his duly authorized agent, or a certificate of registration
substantially in the form provided in Exhibit B, manually executed by an authorized officer,
employee or representative of the Paying Agent/Registrar, and either such certificate upon any
Bond duly signed shall be conclusive evidence, and the only evidence, that such Bond has been
duly certified, registered and delivered.
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SECTION 7. Initial Bond. The Bonds herein authorized shall be initially issued as a
single fully registered bond in the aggregate principal amount shown in Section 1 hereof and
numbered T-1. The initial bond (the "Initial Bond") shall be registered in the name of the initial
purchaser(s), or the designee thereof. The Initial Bond shall be the Bond submitted to the Office
of the Attorney General of the State of Texas for approval, certified and registered by the Office
of the Comptroller of Public Accounts of the State of Texas, and delivered to the initial
purchaser(s). Any time after the delivery of the Initial Bond, the Paying Agent/Registrar,
pursuant to written instructions from the initial purchaser(s), or the designee thereof, shall cancel
the Initial Bond and exchange it for definitive Bonds of authorized denominations and principal
amounts for transfer and delivery to the named Holders at the addresses identified for such
purpose; all pursuant to and in accordance with such written instructions from the initial
purchaser(s), or the designee thereof, and such other information and documentation as the
Paying Agent/Registrar may reasonably require.
SECTION 8. Forms.
(a) Forms Generally. The Bonds, the Registration Certificate of the Comptroller of
Public Accounts of the State of Texas, the Registration Certificate of Paying Agent/Registrar,
and the form of Assignment to be printed on each of the Bonds, shall be substantially in the
forms set forth in Exhibit B with such appropriate insertions, omissions, substitutions, and other
variations as are permitted or required by this Ordinance and may have such letters, numbers, or
other marks of identification (including identifying numbers and letters of the Committee on
Uniform Securities Identification Procedures of the American Bankers Association) and such
legends and endorsements (including insurance legends in the event the Bonds, or any maturities
thereof, are purchased with insurance and any reproduction of an opinion of counsel) thereon as
may, consistently herewith, be established by the City or determined by the officers executing
such Bonds as evidenced by their execution. Any portion of the text of any Bonds may be set
forth on the reverse thereof, with an appropriate reference thereto on the face of the Bond.
(b) The definitive Bonds and the Initial Bond shall be printed, lithographed,
engraved, typewritten, photocopied or otherwise reproduced in any other similar manner, all as
determined by the officers executing such Bonds as evidenced by their execution thereof
SECTION 9. Levy of Taxes. To provide for the payment of the "Debt Service
Requirements" of the Bonds, being (i) the interest on the Bonds and (ii) a sinking fund for their
payment at maturity or a sinking fund of 2% (whichever amount is the greater), there is hereby
levied, and there shall be annually assessed and collected in due time, form, and manner, a tax on
all taxable property in the City, within the limitations prescribed by law, and such tax hereby
levied on each one hundred dollars' valuation of taxable property in the City for the Debt Service
Requirements of the Bonds shall be at a rate from year to year as will be ample and sufficient to
provide funds each year to pay the principal of and interest on said Bonds while Outstanding; full
allowance being made for delinquencies and costs of collection; separate books and records
relating to the receipt and disbursement of taxes levied, assessed and collected for and on
account of the Bonds shall be kept and maintained by the City at all times while the Bonds are
Outstanding, and the taxes collected for the payment of the Debt Service Requirements on the
Bonds shall be deposited to the credit of a "Special 2017 Bond Account" (the "Interest and
Sinking Fund") maintained on the records of the City and deposited in a special fund maintained
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at an official depository of the City's funds; and such tax hereby levied, and to be assessed and
collected annually, is hereby pledged to the payment of the Bonds.
The Mayor, Mayor Pro Tern, City Manager, and Finance Director, any one or more of
said officials of the City, are hereby authorized and directed to cause to be transferred to the
Paying Agent/Registrar for the Bonds, from funds on deposit in the Interest and Sinking Fund,
amounts sufficient to fully pay and discharge promptly each installment of interest and principal
of the Bonds as the same accrues or matures; such transfers of funds to be made in such manner
as will cause collected funds to be deposited with the Paying Agent/Registrar on or before each
principal and interest payment date for the Bonds.
The City has sufficient current funds available and such funds are hereby appropriated to
make any payments to become due on the Bonds on August 15, 2017 and the Mayor, Mayor Pro
Tem, City Manager, and Finance Director of the City, individually or jointly, are hereby
authorized and directed to transfer and deposit in the Interest and Sinking Fund such amount of
current funds which will be sufficient to pay the amounts to become due on the Bonds on August
15, 2017.
SECTION 10. Mutilated - Destroyed - Lost and Stolen Bonds. In case any Bond
shall be mutilated, or destroyed, lost or stolen, the Paying Agent/Registrar may execute and
deliver a replacement Bond of like form and tenor, and in the same denomination and bearing a
number not contemporaneously outstanding, in exchange and substitution for such mutilated
Bond, or in lieu of and in substitution for such destroyed, lost or stolen Bond, only upon the
approval of the City and after (a) the filing by the Holder thereof with the Paying
Agent/Registrar of evidence satisfactory to the Paying Agent/Registrar of the destruction, loss or
theft of such Bond, and of the authenticity of the ownership thereof and (b) the furnishing to the
Paying Agent/Registrar of indemnification in an amount satisfactory to hold the City and the
Paying Agent/Registrar harmless. All expenses and charges associated with such indemnity and
with the preparation, execution and delivery of a replacement Bond shall be borne by the Holder
of the Bond mutilated, or destroyed, lost or stolen.
Every replacement Bond issued pursuant to this Section shall be a valid and binding
obligation of the City, and shall be entitled to all the benefits of this Ordinance equally and
ratably with all other Outstanding Bonds; notwithstanding the enforceability of payment by
anyone of the destroyed, lost, or stolen Bonds.
The provisions of this Section are exclusive and shall preclude (to the extent lawful) all
other rights and remedies with respect to the replacement and payment of mutilated, destroyed,
lost or stolen Bonds.
SECTION 11. Satisfaction of Obligation of City. If the City shall pay or cause to be
paid, or there shall otherwise be paid to the Holders, the principal of, premium, if any, and
interest on the Bonds, at the times and in the manner stipulated in this Ordinance, then the pledge
of taxes levied under this Ordinance and all covenants, agreements, and other obligations of the
City to the Holders shall thereupon cease, terminate, and be discharged and satisfied.
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Bonds or any principal amount(s) thereof shall be deemed to have been paid within the
meaning and with the effect expressed above in this Section when (i) money sufficient to pay in
full such Bonds or the principal amount(s) thereof at maturity, together with all interest due
thereon, shall have been irrevocably deposited with and held in trust by the Paying
Agent/Registrar, or an authorized escrow agent, or (ii) Government Securities shall have been
irrevocably deposited in trust with the Paying Agent/Registrar, or an authorized escrow agent,
which Government Securities have been certified by an independent accounting firm to mature
as to principal and interest in such amounts and at such times as will insure the availability,
without reinvestment, of sufficient money, together with any moneys deposited therewith, if any,
to pay when due the principal of and interest on such Bonds, or the principal amount(s) thereof,
on and prior to the Stated Maturity thereof. The City covenants that no deposit of moneys or
Government Securities will be made under this Section and no use made of any such deposit
which would cause the Bonds to be treated as "arbitrage bonds" within the meaning of Section
148 of the Internal Revenue Code of 1986, as amended (the "Code"), or regulations adopted
pursuant thereto.
Any moneys so deposited with the Paying Agent/Registrar, or an authorized escrow
agent, and all income from Government Securities held in trust by the Paying Agent/Registrar, or
an authorized escrow agent, pursuant to this Section which is not required for the payment of the
Bonds, or any principal amount(s) thereof, or interest thereon with respect to which such moneys
have been so deposited shall be remitted to the City or deposited as directed by the City.
Furthermore, any money held by the Paying Agent/Registrar for the payment of the principal of
and interest on the Bonds and remaining unclaimed for a period of three (3) years after the Stated
Maturity of the Bonds such moneys were deposited and are held in trust to pay shall upon the
request of the City be remitted to the City against a written receipt therefor. The provisions of
this paragraph are subject to the applicable unclaimed property law of the State of Texas.
The term "Government Securities," as used herein, means (i) direct noncallable
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, (ii) noncallable
obligations of an agency or instrumentality of the United States, including obligations
unconditionally guaranteed or insured by the agency or instrumentality and, on the date of their
acquisition or purchase by the City, are rated as to investment quality by a nationally recognized
investment rating firm not less than AAA or its equivalent, (iii) noncallable obligations of a state
or an agency or a county, municipality, or other political subdivision of a state that have been
refunded and that, on the date of their acquisition or purchase by the City, are rated as to
investment quality by a nationally recognized investment rating firm not less than AAA or its
equivalent and (iv) any other then authorized securities or obligations that may be used to
defease obligations such as the Bonds under the then applicable laws of the State of Texas.
SECTION 12. Ordinance a Contract - Amendments - Outstanding Bonds. This
Ordinance shall constitute a contract with the Holders from time to time, be binding on the City,
and shall not be amended or repealed by the City so long as any Bond remains Outstanding
except as permitted in this Section. The City may, without the consent of or notice to any
Holders, from time to time and at any time, amend this Ordinance in any manner not detrimental
to the interests of the Holders, including the curing of any ambiguity, inconsistency, or formal
defect or omission in this Ordinance. Additionally, with the consent of Holders holding a
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majority in aggregate principal amount of the Bonds then Outstanding, the City may amend, add
to, or rescind any of the provisions of this Ordinance; provided that, without the consent of all
the Holders of Outstanding Bonds no amendment, addition, or rescission shall: (1) extend the
time or times of payment of the principal of, premium, if any, and interest on the Bonds, reduce
the principal amount thereof or the rate of interest thereon, or in any other way modify the terms
of payment of the principal of, premium, if any, or interest on the Bonds, (2) give any preference
to any Bond over any other Bond, or (3) reduce the aggregate principal amount of Bonds
required to be held by Holders for consent to any such amendment, addition, or rescission.
The term "Outstanding" when used in this Ordinance with respect to Bonds means, as of
the date of determination, all Bonds theretofore issued and delivered under this Ordinance,
except:
(1) those Bonds canceled by the Paying Agent/Registrar or delivered
to the Paying Agent/Registrar for cancellation;
(2) those Bonds deemed to be duly paid by the City in accordance with
the provisions of Section 11 hereof; and
(3) those mutilated, destroyed, lost, or stolen Bonds which have been
replaced with Bonds registered and delivered in lieu thereof as provided in
Section 10 hereof.
SECTION 13. Covenants to Maintain Tax-Exempt Status.
(a) Definitions. When used in this Section, the following terms shall have the
following meanings:
"Closing Date" means the date on which the Bonds are first authenticated and
delivered to the initial purchaser(s) against payment therefor.
"Code" means the Internal Revenue Code of 1986, as amended by all legislation,
if any, effective on or before the Closing Date.
"Computation Date"has the meaning set forth in Section 1.148-1(b) of the
Regulations.
"Gross Proceeds" means any proceeds as defined in Section 1.148-1(b) of the
Regulations, and any replacement proceeds as defined in Section 1.148-1(c) of the Regulations,
of the Bonds.
"Investment" has the meaning set forth in Section 1.148-1(b) of the Regulations.
"Nonpurpose Investment" means any investment property, as defined in Section
148(b) of the Code, in which Gross Proceeds of the Bonds are invested and which is not acquired
to carry out the governmental purposes of the Bonds.
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"Rebate Amount" has the meaning set forth in Section 1.148-1(b) of the
Regulations.
"Regulations" means any proposed, temporary, or final Income Tax Regulations
issued pursuant to Sections 103 and 141 through 150 of the Code, and 103 of the Internal
Revenue Code of 1954, which are applicable to the Bonds. Any reference to any specific
Regulation shall also mean, as appropriate, any proposed, temporary or final Income Tax
Regulation designed to supplement, amend or replace the specific Regulation referenced.
"Yield" of(1) any Investment has the meaning set forth in Section 1.148-5 of the
Regulations; and (2) the Bonds has the meaning set forth in Section 1.148-4 of the Regulations.
(b) Not to Cause Interest to Become Taxable. The City shall not use, permit the use
of, or omit to use Gross Proceeds or any other amounts (or any property the acquisition,
construction or improvement of which is to be financed directly or indirectly with Gross
Proceeds) in a manner which if made or omitted would cause the interest on any Bond to become
includable in the gross income, as defined in Section 61 of the Code, of the owner thereof for
federal income tax purposes. Without limiting the generality of the foregoing, unless and until
the City receives a written opinion of counsel nationally recognized in the field of municipal
bond law to the effect that failure to comply with such covenant will not adversely affect the
exemption from federal income tax of the interest on any Bond, the City shall comply with each
of the specific covenants in this Section.
(c) No Private Use or Private Payments. Except as permitted by Section 141 of the
Code and the Regulations and rulings thereunder, the City shall at all times prior to the last
Stated Maturity of Bonds:
(i) exclusively own, operate and possess all property the acquisition,
construction or improvement of which is to be financed or refinanced directly or
indirectly with Gross Proceeds of the Bonds (including property financed with
Gross Proceeds of the Refunded Obligations), and not use or permit the use of
such Gross Proceeds (including all contractual arrangements with terms different
than those applicable to the general public) or any property acquired, constructed
or improved with such Gross Proceeds in any activity carried on by any person or
entity (including the United States or any agency, department and instrumentality
thereof) other than a state or local government, unless such use is solely as a
member of the general public; and
(ii) not directly or indirectly impose or accept any charge or other
payment by any person or entity who is treated as using Gross Proceeds of the
Bonds or any property the acquisition, construction or improvement of which is to
be financed or refinanced directly or indirectly with such Gross Proceeds
(including property financed with Gross Proceeds of the Refunded Obligations),
other than taxes of general application within the City or interest earned on
investments acquired with such Gross Proceeds pending application for their
intended purposes.
23170827.6/11703074 - 10 -
(d) No Private Loan. Except to the extent permitted by Section 141 of the Code and
the Regulations and rulings thereunder, the City shall not use Gross Proceeds of the Bonds to
make or finance loans to any person or entity other than a state or local government. For
purposes of the foregoing covenant, such Gross Proceeds are considered to be "loaned" to a
person or entity if: (1) property acquired, constructed or improved with such Gross Proceeds is
sold or leased to such person or entity in a transaction which creates a debt for federal income tax
purposes; (2) capacity in or service from such property is committed to such person or entity
under a take or pay, output or similar contract or arrangement; or (3) indirect benefits, or burdens
and benefits of ownership, of such Gross Proceeds or any property acquired, constructed or
improved with such Gross Proceeds are otherwise transferred in a transaction which is the
economic equivalent of a loan.
(e) Not to Invest at Higher Yield. Except to the extent permitted by Section 148 of
the Code and the Regulations and rulings thereunder, the City shall not at any time prior to the
final Stated Maturity of the Bonds directly or indirectly invest Gross Proceeds in any Investment
(or use Gross Proceeds to replace money so invested), if as a result of such investment the Yield
from the Closing Date of all Investments acquired with Gross Proceeds (or with money replaced
thereby), whether then held or previously disposed of, exceeds the Yield of the Bonds.
(f) Not Federally Guaranteed. Except to the extent permitted by Section 149(b) of
the Code and the Regulations and rulings thereunder, the City shall not take or omit to take any
action which would cause the Bonds to be federally guaranteed within the meaning of Section
149(b) of the Code and the Regulations and rulings thereunder.
(g) Information Report. The City shall timely file the information required by
Section 149(e) of the Code with the Secretary of the Treasury on Form 8038-G or such other
form and in such place as the Secretary may prescribe.
(h) Rebate of Arbitrage Profits. Except to the extent otherwise provided in Section
148(f) of the Code and the Regulations and rulings thereunder:
(i) The City shall account for all Gross Proceeds (including all
receipts, expenditures and investments thereof) on its books of account separately
and apart from all other funds (and receipts, expenditures and investments
thereof) and shall retain all records of accounting for at least six years after the
day on which the last outstanding Bond is discharged. However, to the extent
permitted by law, the City may commingle Gross Proceeds of the Bonds with
other money of the City, provided that the City separately accounts for each
receipt and expenditure of Gross Proceeds and the obligations acquired therewith.
(ii) Not less frequently than each Computation Date, the City shall
calculate the Rebate Amount in accordance with rules set forth in Section 148(f)
of the Code and the Regulations and rulings thereunder. The City shall maintain
such calculations with its official transcript of proceedings relating to the issuance
of the Bonds until six years after the final Computation Date.
23170827.6/11703074 - 11 -
(iii) As additional consideration for the purchase of the Bonds by the
initial purchaser(s) and the loan of the money represented thereby and in order to
induce such purchase by measures designed to insure the excludability of the
interest thereon from the gross income of the owners thereof for federal income
tax purposes, the City shall pay to the United States out of the Interest and
Sinking Fund or its general fund, as permitted by applicable Texas statute,
regulation or opinion of the Attorney General of the State of Texas, the amount
that when added to the future value of previous rebate payments made for the
Bonds equals (i) in the case of a Final Computation Date as defined in Section
1.148-3(e)(2) of the Regulations, one hundred percent (100%) of the Rebate
Amount on such date; and (ii) in the case of any other Computation Date, ninety
percent (90%) of the Rebate Amount on such date. In all cases, the rebate
payments shall be made at the times, in the installments, to the place, and in the
manner as is or may be required by Section 148(f) of the Code and the
Regulations and rulings thereunder, and shall be accompanied by Form 8038-T or
such other forms and information as is or may be required by Section 148(f) of
the Code and the Regulations and rulings thereunder.
(iv) The City shall exercise reasonable diligence to assure that no errors
are made in the calculations and payments required by paragraphs (2) and (3), and
if an error is made, to discover and promptly correct such error within a
reasonable amount of time thereafter (and in all events within one hundred eighty
(180) days after discovery of the error), including payment to the United States of
any additional Rebate Amount owed to it, interest thereon, and any penalty
imposed under Section 1.148-3(h) of the Regulations.
(i) Not to Divert Arbitrage Profits. Except to the extent permitted by Section 148 of
the Code and the Regulations and rulings thereunder, the City shall not, at any time prior to the
earlier of the Stated Maturity or final payment of the Bonds, enter into any transaction that
reduces the amount required to be paid to the United States pursuant to subsection (h) of this
Section because such transaction results in a smaller profit or a larger loss than would have
resulted if the transaction had been at arm's length and had the Yield of the Bonds not been
relevant to either party.
(j) Bonds Not Hedge Bonds.
(i) At the time the original bonds refunded by the Bonds were issued,
the City reasonably expected to spend at least 85% of the spendable proceeds of
such obligations within three (3) years after such obligations were issued.
(ii) Not more than 50% of the proceeds of the original obligations
refunded by the Bonds were invested in Nonpurpose Investments having a
substantially guaranteed Yield for a period of 4 years or more.
(k) Current Refunding. The Bonds are being issued to pay and discharge in full the
Refunded Obligations and such payment of the Refunded Obligations will occur within ninety
(90) days after the issuance of the Bonds.
23170827.6/11703074 - 12 -
(1) Elections. The City hereby directs and authorizes the Mayor, Mayor Pro Tern,
City Manager and Assistant City Manager either or any combination of them, to make elections
permitted or required pursuant to the provisions of the Code or the Regulations, as they deem
necessary or appropriate in connection with the Bonds, in the Certificate as to Tax Exemption or
similar or other appropriate certificate, form or document.
SECTION 14. Sale of Bonds — Purchase Letter. The offer of JPMorgan Chase Bank,
N.A. (herein referred to as the "Purchaser") to purchase the Bonds in accordance with the
Purchase Letter, dated as of March 27, 2017 (the "Purchase Letter"), attached hereto as Exhibit
C and incorporated herein by reference as a part of this Ordinance for all purposes, is hereby
accepted. Such sale of the Bonds to the Purchaser is hereby found to be in the best interest of the
City and is therefore approved and authorized. The Mayor and the City Clerk are hereby
authorized and directed to sign the acceptance clause of such Purchase Letter for and on behalf
of the City and as the act and deed of this City Council. Delivery of the Bonds to the Purchaser
shall occur as soon as possible upon payment being made therefor in accordance with the terms
of sale.
SECTION 15. Control and Custody of Bonds. The Mayor of the City shall be and is
hereby authorized to take and have charge of all necessary orders and records pending
investigation by the Attorney General of the State of Texas, including the printing and supply of
definitive Bonds, and shall take and have charge and control of the Initial Bonds pending the
approval thereof by the Attorney General, the registration thereof by the Comptroller of Public
Accounts and the delivery thereof to the initial Purchaser.
SECTION 16. Proceeds of Sale. Immediately following the delivery of the Bonds, the
proceeds of sale (less those proceeds of sale designated to pay costs of issuance) shall be
deposited with the paying agent/registrar for the Refunded Obligations for the redemption of the
Refunded Obligations on May 3, 2017. The proceeds of sale of the Bonds not so deposited with
the paying agent/registrar for the Refunded Obligations for the refunding of the Refunded
Obligations shall be disbursed for payment of costs of issuance, or deposited in the Interest and
Sinking Fund for the Bonds. Such proceeds of sale may be invested in authorized investments
and any investment earnings realized may be deposited in the Interest and Sinking Fund as shall
be determined by the City Council of the City.
SECTION 17. Redemption of Refunded Obligations.
(a) The Series 2007 Refunded Certificates shall be redeemed and the same are hereby
called for redemption on May 3, 2017, at the price of par and accrued interest to the date of
redemption. The City Secretary is hereby authorized and directed to file a copy of this
Ordinance, together with a suggested form of notice of redemption to be sent to the certificate
holders, with The Bank of New York Mellon Trust Company, N.A. (successor paying
agent/registrar to The Bank of New York Trust Company, N.A.), in accordance with the
redemption provisions applicable to such certificates; such suggested form of notice of
redemption being attached hereto as Exhibit D and incorporated herein by reference as a part of
this Ordinance for all purposes.
23170827.6/11703074 - 13 -
(b) The Series 2007 Refunded Bonds shall be redeemed and the same are hereby
called for redemption on May 3, 2017, at the price of par and accrued interest to the date of
redemption. The City Secretary is hereby authorized and directed to file a copy of this
Ordinance, together with a suggested form of notice of redemption to be sent to the bondholders,
with The Bank of New York Mellon Trust Company, N.A. (successor paying agent/registrar to
The Bank of New York Trust Company, N.A.), in accordance with the redemption provisions
applicable to such bonds; such suggested form of notice of redemption being attached hereto as
Exhibit E and incorporated herein by reference as a part of this Ordinance for all purposes.
The redemption of the Refunded Obligations as described above being associated with
the refunding of the Refunded Obligations, the approval, authorization and arrangements herein
given and provided for the redemption of the Refunded Obligations on the redemption dates
designated therefor and in the manner provided shall be irrevocable upon the issuance and
delivery of the Bonds; and the City Secretary is hereby authorized and directed to make all
arrangements necessary to notify the holders of the Refunded Obligations of the City's decision
to redeem the Refunded Obligations on the dates and in the manner herein provided and in
accordance with the ordinances authorizing the issuance of the Refunded Obligations and this
Ordinance.
SECTION 18. Reporting Covenants. As long as the Purchaser is owns 100% of the
Bonds, the City agrees to deliver to the Purchaser:
(a) within 180 days after the end of its fiscal year, its comprehensive annual financial
report (CAFR); and
(b) such other financial information that the Purchaser may reasonably request from
time to time.
The delivery of the City's CAFR may be made by its filing of such information with the
Municipal Securities Rulemaking Board on a publicly accessible website such as the Electronic
Municipal Market Access (EMMA).
SECTION 19. Notices to Holders - Waiver. Wherever this Ordinance provides for
notice to Holders of any event, such notice shall be sufficiently given (unless otherwise herein
expressly provided) if in writing and sent by United States mail, first-class, postage prepaid, to
the address of each Holder appearing in the Register at the close of business on the business day
next preceding the mailing of such notice.
In any case where notice to Holders is given by mail, neither the failure to mail such
notice to any particular Holders, nor any defect in any notice so mailed, shall affect the
sufficiency of such notice with respect to all other Bonds. Where this Ordinance provides for
notice in any manner, such notice may be waived in writing by the Holder entitled to receive
such notice, either before or after the event with respect to which such notice is given; and, such
waiver shall be the equivalent of such notice. Waivers of notice by Holders shall be filed with
the Paying Agent/Registrar, but such filing shall not be a condition precedent to the validity of
any action taken in reliance upon such waiver.
23170827.6/11703074 - 14 -
SECTION 20. Cancellation. All Bonds surrendered for payment, transfer, exchange,
or replacement, if surrendered to the Paying Agent/Registrar, shall be promptly canceled by it;
and, if surrendered to the City, such Bonds shall be delivered to the Paying Agent/Registrar and,
if not already canceled, shall be promptly canceled by the Paying Agent/Registrar. The City may
at any time deliver to the Paying Agent/Registrar for cancellation any Bonds previously certified
or registered and delivered which the City may have acquired in any manner whatsoever, and all
Bonds so delivered shall be promptly canceled by the Paying Agent/Registrar. All canceled
Bonds held by the Paying Agent/Registrar shall be returned to the City.
SECTION 21. Legal Opinion. The Purchaser's obligation to accept delivery of the
Bonds is subject to being furnished a final opinion of Norton Rose Fulbright US LLP, Dallas,
Texas, Bond Counsel to the City, approving the Bonds as to their validity, with said opinion to
be dated and delivered as of the date of delivery and payment for the Bonds. A true and correct
reproduction of said opinion is hereby authorized to be printed on or attached to the definitive
Bonds.
SECTION 22. Benefits of Ordinance. Nothing in this Ordinance, expressed or
implied, is intended or shall be construed to confer upon any person other than the City, the
Paying Agent/Registrar and the Holders, any right, remedy, or claim, legal or equitable, under or
by reason of this Ordinance. This Ordinance in its entirety is intended to be and is for the sole
and exclusive benefit of the City, the Paying Agent/Registrar and the Holders.
SECTION 23. Inconsistent Provisions. All ordinances, orders or resolutions, or parts
thereof, which are in conflict or inconsistent with any provision of this Ordinance are hereby
repealed to the extent of such conflict; and, the provisions of this Ordinance shall be and remain
controlling as to the matters contained herein.
SECTION 24. Governing Law. This Ordinance shall be construed and enforced in
accordance with the laws of the State of Texas and the United States of America.
SECTION 25. Effect of Headings. The Section headings herein are for convenience
of reference only and shall not affect the construction hereof
SECTION 26. Construction of Terms. If appropriate in the context of this Ordinance,
words of the singular number shall be considered to include the plural, words of the plural
number shall be considered to include the singular, and words of the masculine, feminine or
neuter gender shall be considered to include the other genders.
SECTION 27. Severability. If any provision of this Ordinance or the application
thereof to any circumstance shall be held to be invalid, the remainder of this Ordinance and the
application thereof to other circumstances shall nevertheless be valid, and the City Council
hereby declares that this Ordinance would have been enacted without such invalid provision.
SECTION 28. Waiver of Jury Trial. TO THE FULLEST EXTENT PERMITTED BY
APPLICABLE LAW, THE CITY AND THE PURCHASER EACH HEREBY WAIVE ANY
RIGHT TO HAVE A JURY PARTICIPATE IN RESOLVING ANY DISPUTE IN ANY WAY
RELATED TO THE BOND OR THE ORDINANCE OR THE TRANSACTIONS
CONTEMPLATED HEREBY OR THEREBY.
23170827.6/11703074 - 15 -
SECTION 29. Further Procedures. Any one or more of the Mayor, Mayor Pro Tem,
City Secretary, City Manager, and Finance Director 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 on behalf of the City all agreements,
instruments, certificates or other documents, whether mentioned herein or not, as may be
necessary or desirable in order to carry out the terms and provisions of this Ordinance and the
issuance of the Bonds. In addition, prior to the initial delivery of the Bonds, the Mayor, Mayor
Pro Tem, City Secretary, City Manager, Finance Director, or Bond Counsel to the City 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 the Ordinance or such other document; or (ii) as requested by the
Attorney General of the State of Texas or his representative to obtain the approval of the Bonds
by the Attorney General and if such officer or counsel determines that such changes are
consistent with the intent and purpose of the Ordinance, which determination shall be final. In
the event that any officer of the City whose signature shall appear on any document shall cease
to be such officer before the delivery of such document, such signature nevertheless shall be
valid and sufficient for all purposes the same as if such officer had remained in office until such
delivery.
SECTION 30. Incorporation of Findings and Determinations. The findings and
determinations of the City Council contained in the preamble hereof are hereby incorporated by
reference and made a part of this Ordinance for all purposes as if the same were restated in full in
this Section.
SECTION 31. Public Meeting. It is officially found, determined, and declared that the
meeting at which this Ordinance is adopted was open to the public and public notice of the time,
place, and subject matter of the public business to be considered at such meeting, including this
Ordinance, was given, all as required by the Texas Government Code, Chapter 551, as amended.
SECTION 32. Effective Date. This Ordinance shall be in force and effect from and
after its passage on the date shown below in accordance with the Texas Government Code,
Section 1201.028, as amended, and it is so ordained.
[The remainder of this page intentionally left blank.]
23170827.6/11703074 - 16 -
APPROVED AND ADOPTED, this March 27 -)17. ,
Ali t/17-----
`e`\�1�`�`�IU ��+-,1!/iii///ir���, Mayor
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City Secretary =,-''••. '�,'
(SEAL)
APPROVED A S T LEGALITY: APPROVED AS TO CONTENT:
City Attor Y Finance Director
Signature Page to Bond Ordinance
EXHIBIT A
PAYING AGENT/REGISTRAR AGREEMENT
231708276/11703074 A-1
PAYING AGENT/REGISTRAR AGREEMENT
THIS AGREEMENT is entered into as of March 27, 2017 (this "Agreement"), by and
between JPMorgan Chase Bank, N.A., a banking association duly organized and existing under
the laws of the United States of America, or its successors (the "Bank") and the City of North
Richland Hills, Texas (the "Issuer"),
RECITALS
WHEREAS, the Issuer has duly authorized and provided for the issuance of its "City of
North Richland Hills, Texas General Obligation Refunding Bonds, Series 2017" (the
"Obligations"), dated May 2, 2017, such Obligations scheduled to be delivered to the initial
purchasers thereof on or about May 2, 2017; and
WHEREAS, the Issuer has selected the Bank to serve as Paying Agent/Registrar in
connection with the payment of the principal of, premium, if any, and interest on said Obligations
and with respect to the registration, transfer and exchange thereof by the registered owners
thereof; and
WHEREAS, the Bank has agreed to serve in such capacities for and on behalf of the
Issuer and has full power and authority to perform and serve as Paying Agent/Registrar for the
Obligations;
NOW, THEREFORE, it is mutually agreed as follows:
ARTICLE ONE
APPOINTMENT OF BANK AS PAYING AGENT AND REGISTRAR
Section 1.01 Appointment. The Issuer hereby appoints the Bank to serve as Paying
Agent with respect to the Obligations, and, as Paying Agent for the Obligations, the Bank shall
be responsible for paying on behalf of the Issuer the principal, premium (if any), and interest on
the Obligations as the same become due and payable to the registered owners thereof; all in
accordance with this Agreement and the "Authorizing Document" (hereinafter defined). The
Issuer hereby appoints the Bank as Registrar with respect to the Obligations and, as Registrar
for the Obligations, the Bank shall keep and maintain for and on behalf of the Issuer books and
records as to the ownership of said Obligations and with respect to the transfer and exchange
thereof as provided herein and in the Authorizing Document.
The Bank hereby accepts its appointment, and agrees to serve as the Paying Agent and
Registrar for the Obligations.
Section 1.02 Compensation. As compensation for the Bank's services as Paying
Agent/Registrar, the Issuer hereby agrees to pay the Bank the fees and amounts set forth in
Annex A attached hereto.
In addition, the Issuer agrees to reimburse the Bank upon its request for all reasonable
expenses, disbursements and advances incurred or made by the Bank in accordance with any
of the provisions hereof (including the reasonable compensation and the expenses and
disbursements of its agents and counsel).
23173023.4/11703074
ARTICLE TWO
DEFINITIONS
Section 2.01 Definitions. For all purposes of this Agreement, except as otherwise
expressly provided or unless the context otherwise requires:
"Acceleration Date" on any Obligation means the date, if any, on and after
which the principal or any or all installments of interest, or both, are due and
payable on any Obligation which has become accelerated pursuant to the terms
of the Obligation.
"Authorizing Document" means the resolution, order, or ordinance of the
governing body of the Issuer pursuant to which the Obligations are issued, as the
same may be amended or modified, including any pricing certificate related
thereto, certified by the secretary or any other officer of the Issuer and delivered
to the Bank.
"Bank Office" means the designated office of the Bank at the address
shown in Section 3.01 hereof. The Bank will notify the Issuer in writing of any
change in location of the Bank Office.
"Holder" and "Obligation Holder" each means the Person in whose name
a Obligation is registered in the Obligation Register.
"Person" means any individual, corporation, partnership, joint venture,
association, joint stock company, trust, unincorporated organization or
government or any agency or political subdivision of a government.
"Predecessor Obligations" of any particular Obligation means every
previous Obligation evidencing all or a portion of the same obligation as that
evidenced by such particular Obligation (and, for the purposes of this definition,
any mutilated, lost, destroyed, or stolen Obligation for which a replacement
Obligation has been registered and delivered in lieu thereof pursuant to
Section 4.06 hereof and the Authorizing Document).
"Redemption Date", when used with respect to any Obligation to be
redeemed, means the date fixed for such redemption pursuant to the terms of the
Authorizing Document.
"Responsible Officer", when used with respect to the Bank, means the
Chairman or Vice-Chairman of the Board of Directors, the Chairman or
Vice-Chairman of the Executive Committee of the Board of Directors, the
President, any Vice President, the Secretary, any Assistant Secretary, the
Treasurer, any Assistant Treasurer, the Cashier, any Assistant Cashier, any
Trust Officer or Assistant Trust Officer, or any other officer of the Bank
customarily performing functions similar to those performed by any of the above
designated officers and also means, with respect to a particular corporate trust
matter, any other officer to whom such matter is referred because of his
knowledge of and familiarity with the particular subject.
23173023.4/11703074 2
"Obligation Register" means a register maintained by the Bank on behalf
of the Issuer providing for the registration and transfers of Obligations.
"Stated Maturity" means the date specified in the Authorizing Document
the principal of a Obligation is scheduled to be due and payable.
Section 2.02 Other Definitions. The terms "Bank," "Issuer," and "Obligations
(Obligation)" have the meanings assigned to them in the recital paragraphs of this Agreement.
The term "Paying Agent/Registrar" refers to the Bank in the performance of the duties
and functions of this Agreement.
ARTICLE THREE
PAYING AGENT
Section 3.01 Duties of Paying Agent. As Paying Agent, the Bank shall pay, provided
adequate collected funds have been provided to it for such purpose by or on behalf of the
Issuer, on behalf of the Issuer the principal of each Obligation at its Stated Maturity, Redemption
Date or Acceleration Date, to the Holder upon surrender of the Obligation to the Bank at the
following address:
JPMorgan Chase Bank, N.A.
2200 Ross Avenue, 8th Floor
Dallas, Texas 75201
As Paying Agent, the Bank shall, provided adequate collected funds have been provided
to it for such purpose by or on behalf of the Issuer, pay on behalf of the Issuer the interest on
each Obligation when due, by computing the amount of interest to be paid each Holder and
making payment thereof to the Holders of the Obligations (or their Predecessor Obligations) on
the Record Date (as defined in the Authorizing Document). All payments of principal and/or
interest on the Obligations to the registered owners shall be accomplished (1) by the issuance
of checks, payable to the registered owners, drawn on the paying agent account provided in
Section 5.05 hereof, sent by United States mail, first class postage prepaid, to the address
appearing on the Obligation Register or (2) by such other method, acceptable to the Bank,
requested in writing by the Holder at the Holder's risk and expense.
Section 3.02 Payment Dates. The Issuer hereby instructs the Bank to pay the
principal of and interest on the Obligations on the dates specified in the Authorizing Document.
ARTICLE FOUR
REGISTRAR
Section 4.01 Obligation Register -Transfers and Exchanges. The Bank agrees to
keep and maintain for and on behalf of the Issuer at the Bank Office books and records (herein
sometimes referred to as the "Obligation Register") for recording the names and addresses of
the Holders of the Obligations, the transfer, exchange and replacement of the Obligations and
the payment of the principal of and interest on the Obligations to the Holders and containing
such other information as may be reasonably required by the Issuer and subject to such
reasonable regulations as the Issuer and the Bank may prescribe. The Bank represents and
warrants its office in Houston, Texas will at all times have immediate access to the Obligation
Register by electronic or other means and will be capable at all times of producing a hard copy
23173023.4/11703074 3
of the Obligation Register at its Dallas office for use by the Issuer. All transfers, exchanges and
replacements of Obligations shall be noted in the Obligation Register.
Every Obligation surrendered for transfer or exchange shall be duly endorsed or be
accompanied by a written instrument of transfer, the signature on which has been guaranteed
by an officer of a federal or state bank or a member of the National Association of Securities
Dealers, such written instrument to be in a form satisfactory to the Bank and duly executed by
the Holder thereof or his agent duly authorized in writing.
The Bank may request any supporting documentation it feels necessary to effect a
re-registration, transfer or exchange of the Obligations.
To the extent possible and under reasonable circumstances, the Bank agrees that, in
relation to an exchange or transfer of Obligations, the exchange or transfer by the Holders
thereof will be completed and new Obligations delivered to the Holder or the assignee of the
Holder in not more than three (3) business days after the receipt of the Obligations to be
cancelled in an exchange or transfer and the written instrument of transfer or request for
exchange duly executed by the Holder, or his duly authorized agent, in form and manner
satisfactory to the Paying Agent/Registrar.
Section 4.02 Obligations. The Issuer shall provide additional Obligations when
needed to facilitate transfers or exchanges thereof. The Bank covenants that such additional
Obligations, if and when provided, will be kept in safekeeping pending their use and reasonable
care will be exercised by the Bank in maintaining such Obligations in safekeeping, which shall
be not less than the care maintained by the Bank for debt Obligations of other governments or
corporations for which it serves as registrar, or that is maintained for its own Obligations.
Section 4.03 Form of Obligation Register. The Bank, as Registrar, will maintain the
Obligation Register relating to the registration, payment, transfer and exchange of the
Obligations in accordance with the Bank's general practices and procedures in effect from time
to time. The Bank shall not be obligated to maintain such Obligation Register in any form other
than those which the Bank has currently available and currently utilizes at the time.
The Obligation Register may be maintained in written form or in any other form capable
of being converted into written form within a reasonable time.
Section 4.04 List of Obligation Holders. The Bank will provide the Issuer at any time
requested by the Issuer, upon payment of the required fee, a copy of the information contained
in the Obligation Register. The Issuer may also inspect the information contained in the
Obligation Register at any time the Bank is customarily open for business, provided that
reasonable time is allowed the Bank to provide an up-to-date listing or to convert the information
into written form.
The Bank will not release or disclose the contents of the Obligation Register to any
person other than to, or at the written request of, an authorized officer or employee of the
Issuer, except upon receipt of a court order or as otherwise required by law. Upon receipt of a
court order and prior to the release or disclosure of the contents of the Obligation Register, the
Bank will notify the Issuer so that the Issuer may contest the court order or such release or
disclosure of the contents of the Obligation Register.
23173023.4/11703074 4
Section 4.05 Return of Cancelled Obligations. The Bank will, at such reasonable
intervals as it determines, surrender to the Issuer, all Obligations in lieu of which or in exchange
for which other Obligations have been issued, or which have been paid.
Section 4.06 Mutilated, Destroyed, Lost or Stolen Obligations. The Issuer hereby
instructs the Bank, subject to the provisions of the Authorizing Document, to deliver and issue
Obligations in exchange for or in lieu of mutilated, destroyed, lost, or stolen Obligations as long
as the same does not result in an overissuance.
In case any Obligation shall be mutilated, destroyed, lost or stolen, the Bank may
execute and deliver a replacement Obligation of like form and tenor, and in the same
denomination and bearing a number not contemporaneously outstanding, in exchange and
substitution for such mutilated Obligation, or in lieu of and in substitution for such mutilated,
destroyed, lost or stolen Obligation, only upon the approval of the Issuer and after (i) the filing
by the Holder thereof with the Bank of evidence satisfactory to the Bank of the destruction, loss
or theft of such Obligation, and of the authenticity of the ownership thereof and (ii) the furnishing
to the Bank of indemnification in an amount satisfactory to hold the Issuer and the Bank
harmless. All expenses and charges associated with such indemnity and with the preparation,
execution and delivery of a replacement Obligation shall be borne by the Holder of the
Obligation mutilated, destroyed, lost or stolen.
Section 4.07 Transaction Information to Issuer. The Bank will, within a reasonable
time after receipt of written request from the Issuer, furnish the Issuer information as to the
Obligations it has paid pursuant to Section 3.01, Obligations it has delivered upon the transfer or
exchange of any Obligations pursuant to Section 4.01, and Obligations it has delivered in
exchange for or in lieu of mutilated, destroyed, lost, or stolen Obligations pursuant to
Section 4.06.
ARTICLE FIVE
THE BANK
Section 5.01 Duties of Bank. The Bank undertakes to perform the duties set forth
herein and agrees to use reasonable care in the performance thereof.
Section 5.02 Reliance on Documents, Etc.
(a) The Bank may conclusively rely, as to the truth of the statements and
correctness of the opinions expressed therein, on certificates or opinions furnished to the Bank.
(b) The Bank shall not be liable for any error of judgment made in good faith by a
Responsible Officer, unless it shall be proved that the Bank was negligent in ascertaining the
pertinent facts.
(c) No provisions of this Agreement shall require the Bank to expend or risk its own
funds or otherwise incur any financial liability for performance of any of its duties hereunder, or
in the exercise of any of its rights or powers, if it shall have reasonable grounds for believing
that repayment of such funds or adequate indemnity satisfactory to it against such risks or
liability is not assured to it.
(d) The Bank may rely and shall be protected in acting or refraining from acting upon
any resolution, certificate, statement, instrument, opinion, report, notice, request, direction,
23173023.4/11703074 5
consent, order, bond, note, Obligation or other paper or document believed by it to be genuine
and to have been signed or presented by the proper party or parties. Without limiting the
generality of the foregoing statement, the Bank need not examine the ownership of any
Obligations, but is protected in acting upon receipt of Obligations containing an endorsement or
instruction of transfer or power of transfer which appears on its face to be signed by the Holder
or an agent of the Holder. The Bank shall not be bound to make any investigation into the facts
or matters stated in a resolution, certificate, statement, instrument, opinion, report, notice,
request, direction, consent, order, bond, note, Obligation or other paper or document supplied
by the Issuer.
(e) The Bank may consult with counsel, and the written advice of such counsel or
any opinion of counsel shall be full and complete authorization and protection with respect to
any action taken, suffered, or omitted by it hereunder in good faith and in reliance thereon.
(f) The Bank may exercise any of the powers hereunder and perform any duties
hereunder either directly or by or through agents or attorneys of the Bank.
(g) The Bank is also authorized to transfer funds relating to the closing and initial
delivery of the Obligations in the manner disclosed in the closing memorandum or letter as
prepared by the Issuer, Issuer's financial advisor or other agent. The Bank may act on a
facsimile or e-mail transmission of the closing memorandum or letter acknowledged by the
Issuer, the Issuer's financial advisor or other agent as the final closing memorandum or letter.
The Bank shall not be liable for any losses, costs or expenses arising directly or indirectly from
the Bank's reliance upon and compliance with such instructions.
Section 5.03 Recitals of Issuer. The recitals contained herein with respect to the
Issuer and in the Obligations shall be taken as the statements of the Issuer, and the Bank
assumes no responsibility for their correctness.
The Bank shall in no event be liable to the Issuer, any Holder or Holders of any
Obligation, or any other Person for any amount due on any Obligation from its own funds.
Section 5.04 May Hold Obligations. The Bank, in its individual or any other capacity,
may become the owner or pledgee of Obligations and may otherwise deal with the Issuer with
the same rights it would have if it were not the Paying Agent/Registrar, or any other agent.
Section 5.05 Moneys Held by Bank - Paying Agent Account/Collateralization. A
paying agent account shall at all times be kept and maintained by the Bank for the receipt,
safekeeping, and disbursement of moneys received from the Issuer under this Agreement for
the payment of the Obligations, and money deposited to the credit of such account until paid to
the Holders of the Obligations shall be continuously collateralized by Obligations or obligations
which qualify and are eligible under both the laws of the State of Texas and the laws of the
United States of America to secure and be pledged as collateral for paying agent accounts to
the extent such money is not insured by the Federal Deposit Insurance Corporation. Payments
made from such paying agent account shall be made by check drawn on such account unless
the owner of the Obligations shall, at its own expense and risk, request an alternative method of
payment.
Subject to the applicable unclaimed property laws of the State of Texas, any money
deposited with the Bank for the payment of the principal of, premium (if any), or interest on any
Obligation and remaining unclaimed for three years after final maturity of the Obligation has
23173023.4/11703074 6
become due and payable will be held by the Bank and disposed of only in accordance with Title
6 of the Texas Property Code, as amended. The Bank shall have no liability by virtue of actions
taken in compliance with this provision.
The Bank is not obligated to pay interest on any money received by it under this
Agreement.
This Agreement relates solely to money deposited for the purposes described herein,
and the parties agree that the Bank may serve as depository for other funds of the Issuer, act as
trustee under indentures authorizing other bond transactions of the Issuer, or act in any other
capacity not in conflict with its duties hereunder.
Section 5.06 Indemnification. To the extent permitted by law, the Issuer agrees to
indemnify the Bank for, and hold it harmless against, any loss, liability, or expense incurred
without negligence or bad faith on its part, arising out of or in connection with its acceptance or
administration of its duties hereunder, including the cost and expense against any claim or
liability in connection with the exercise or performance of any of its powers or duties under this
Agreement.
Section 5.07 Interpleader. The Issuer and the Bank agree that the Bank may seek
adjudication of any adverse claim, demand, or controversy over its person as well as funds on
deposit, in either a Federal or State District Court located in the state and county where the
administrative office of the Issuer is located, and agree that service of process by certified or
registered mail, return receipt requested, to the address referred to in Section 6.03 of this
Agreement shall constitute adequate service. The Issuer and the Bank further agree that the
Bank has the right to file a Bill of Interpleader in any court of competent jurisdiction in the State
of Texas to determine the rights of any Person claiming any interest herein.
ARTICLE SIX
MISCELLANEOUS PROVISIONS
Section 6.01 Amendment. This Agreement may be amended only by an agreement in
writing signed by both of the parties hereto.
Section 6.02 Assignment. This Agreement may not be assigned by either party
without the prior written consent of the other.
Section 6.03 Notices. Any request, demand, authorization, direction, notice, consent,
waiver, or other document provided or permitted hereby to be given or furnished to the Issuer or
the Bank shall be mailed or delivered to the Issuer or the Bank, respectively, at the addresses
shown on the signature page(s) hereof.
Section 6.04 Effect of Headings. The Article and Section headings herein are for
convenience of reference only and shall not affect the construction hereof.
Section 6.05 Successors and Assigns. All covenants and agreements herein by the
Issuer shall bind its successors and assigns, whether so expressed or not.
Section 6.06 Severability. In case any provision herein shall be invalid, illegal, or
unenforceable, the validity, legality, and enforceability of the remaining provisions shall not in
any way be affected or impaired thereby.
23173023.4/11703074 7
Section 6.07 Merger, Conversion, Consolidation, or Succession. Any corporation
or association into which the Bank may be merged or converted or with which it may be
consolidated, or any corporation or association resulting from any merger, conversion, or
consolidation to which the Bank shall be a party, or any corporation or association succeeding
to all or substantially all of the corporate trust business of the Bank shall be the successor of the
Bank as Paying Agent under this Agreement without the execution or filing of any paper or any
further act on the part of either parties hereto.
Section 6.08 Benefits of Agreement. Nothing herein, express or implied, shall give to
any Person, other than the parties hereto and their successors hereunder, any benefit or any
legal or equitable right, remedy, or claim hereunder.
Section 6.09 Entire Agreement. This Agreement and the Authorizing Document
constitute the entire agreement between the parties hereto relative to the Bank acting as Paying
Agent/Registrar and if any conflict exists between this Agreement and the Authorizing
Document, the Authorizing Document shall govern.
Section 6.10 Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be deemed an original and all of which shall constitute one
and the same Agreement.
Section 6.11 Termination. This Agreement will terminate (i) on the date of final
payment of the principal of and interest on the Obligations to the Holders thereof or (ii) may be
earlier terminated by either party upon sixty (60) days written notice; provided, however, an
early termination of this Agreement by either party shall not be effective until (a) a successor
Paying Agent/Registrar has been appointed by the Issuer and such appointment accepted and
(b) notice has been given to the Holders of the Obligations of the appointment of a successor
Paying Agent/Registrar. However, if the Issuer fails to appoint a successor Paying
Agent/Registrar within a reasonable time, the Bank may petition a court of competent
jurisdiction within the State of Texas to appoint a successor. Furthermore, the Bank and the
Issuer mutually agree that the effective date of an early termination of this Agreement shall not
occur at any time which would disrupt, delay or otherwise adversely affect the payment of the
Obligations.
Upon an early termination of this Agreement, the Bank agrees to promptly transfer and
deliver the Obligation Register (or a copy thereof), together with the other pertinent books and
records relating to the Obligations, to the successor Paying Agent/Registrar designated and
appointed by the Issuer.
The provisions of Section 1.02 and of Article Five shall survive and remain in full force
and effect following the termination of this Agreement.
Section 6.12 Governing Law. This Agreement shall be construed in accordance with
and governed by the laws of the State of Texas.
[Remainder of page left blank intentionally.]
23173023.4/11703074 8
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the
day and year first above written.
JPMORGAN CHASE BANK, N.A.
By:
Title:
Address: 2200 Ross Avenue, 8th Floor
Dallas, Texas 75201
[signature page to Paying Agent/Registrar Agreement— signatures continue on next page]
S-1
CITY OF NORTH RICHLAND HILLS, TEXAS
By:
Mayor
Address: 4301 City Point Drive
North Richland Hills, Texas 76180
Attest:
City Secretary
[signature page to Paying Agent/Registrar Agreement]
S-2
ANNEX A
-0-
23173023.4/11703074 A-1
EXHIBIT B
FORMS
(a) Form of Bonds.
REGISTERED REGISTERED
NO. [T-1][R-1] $1,900,000
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF NORTH RICHLAND HILLS, TEXAS
GENERAL OBLIGATION REFUNDING BOND
SERIES 2017
Bond Date: Interest Rate: Stated Maturity:
May 2, 2017 2.29% February 15, 2027
Registered Owner: JPMORGAN CHASE BANK,N.A
Principal Amount: ONE MILLION NINE HUNDRED THOUSAND DOLLARS
The City of North Richland Hills (the "City"), a body corporate and municipal
corporation in the County of Tarrant, State of Texas, for value received, acknowledges itself
indebted to and hereby promises to pay to the registered owner named above, or the registered
assigns thereof, on the Stated Maturity date specified above the Principal Amount hereinabove
stated (or so much thereof as shall not have been paid upon prior redemption) and to pay interest
on the unpaid principal amount hereof from the interest payment date next preceding the
"Registration Date" of this Bond appearing below (unless this Bond bears a "Registration Date"
as of an interest payment date, in which case it shall bear interest from such date, or unless the
"Registration Date" of this Bond is prior to the initial interest payment date in which case it shall
bear interest from the date of delivery to the initial purchaser(s)) at the per annum rate of interest
specified above computed on the basis of a 360-day year consisting of twelve 30-day months;
such interest being payable on February 15 and August 15 in each year, commencing August 15,
2017, until maturity or prior redemption. Principal of this Bond shall be payable at its Stated
Maturity to the Registered Owner hereof upon presentation and surrender to JPMorgan Chase
Bank, N.A. (the "Paying Agent/Registrar"), upon its presentation and surrender at its designated
offices, initially in Dallas, Texas, or, with respect to a successor paying agent/registrar, at the
designated offices of such successor (the "Designated Payment/Transfer Office"); provided;
however, with respect to principal payments prior to the Stated Maturity, and so long as
JPMorgan Chase Bank, N.A. owns 100% of the Outstanding Bonds, the Bonds need not be
surrendered to the Paying Agent/Registrar, who will merely document such payment on an
internal ledger maintained by the Paying Agent/Registrar. Interest is payable to the registered
owner of this Bond (or one or more Predecessor Bonds, as defined in the Ordinance hereinafter
referenced) whose name appears on the "Register" maintained by the Paying Agent/Registrar at
the close of business on the "Record Date," which is the last business day of the month next
preceding each interest payment date, and interest shall be paid by the Paying Agent/Registrar by
check sent United States mail, first-class, postage prepaid, to the address of the registered owner
23170827.6/11703074 B-1
recorded in the Register or by such other method, acceptable to the Paying Agent/Registrar,
requested by, and at the risk and expense of, the registered owner. If the date for the payment of
the principal of or interest on the Bonds shall be a Saturday, Sunday, a legal holiday, or a day
when banking institutions in the city where the Designated Payment/Transfer Office of the
Paying Agent/Registrar is located are authorized by law or executive order to be closed, then the
date for such payment shall be the next succeeding day which is not such a Saturday, Sunday,
legal holiday, or day when banking institutions are authorized to be closed; and payment on such
date shall have the same force and effect as if made on the original date payment was due. All
payments of principal of, premium, if any, and interest on this Bond shall be without exchange or
collection charges to the owner hereof and in any coin or currency of the United States of
America which at the time of payment is legal tender for the payment of public and private debts.
In the event the City defaults in the payment of the principal of or interest on any of the Bonds
when due, the Bonds shall bear default interest at an interest rate equal to 8.00%, calculated on
the basis of a 360-day year of twelve 30-day months, from such date of nonpayment continuing
until such delinquent amounts are fully paid, whereupon, the interest rate on the Bonds shall be
restored to the coupon rate.
This Bond is one of the series specified in its title issued in the aggregate principal
amount of $1,900,000 to be designated and bear the title "CITY OF NORTH RICHLAND
HILLS, TEXAS, GENERAL OBLIGATION REFUNDING BONDS, SERIES 2017" (the
"Bonds"), for the purpose of providing funds (1) for the discharge and final payment of certain
outstanding obligations of the City (identified in the preamble of the Ordinance (defined below)
and referred to as the "Refunded Obligations") and (2) to pay for professional services rendered
in relation thereto, all in accordance with the authority conferred by and in conformity with the
Constitution and laws of the State of Texas, including Texas Government Code, Chapter 1207,
as amended, and pursuant to an Ordinance adopted by the City Council of the City (herein
referred to as the "Ordinance").
The Bonds shall not be subject to optional redemption prior to maturity.
The Bonds are subject to mandatory redemption prior to maturity with funds on deposit
in the Interest and Sinking Fund established and maintained for the payment thereof in the
Ordinance, and shall be redeemed in part prior to maturity at the price of par and accrued interest
thereon to the date of redemption, and without premium, on the dates and in the principal
amounts as follows:
Redemption Date Principal Amount ($)
February 15, 2018 320,000
February 15, 2019 305,000
February 15, 2020 300,000
February 15, 2021 290,000
February 15, 2022 285,000
February 15, 2023 85,000
February 15, 2024 80,000
February 15, 2025 80,000
February 15, 2026 80,000
February 15, 2027* 75,000
*Maturity
23170827.6/11703074 B-2
Approximately forty-five (45) days prior to each mandatory redemption date for the
Bonds, the Paying Agent/Registrar shall select by lot the numbers of the Bonds to be redeemed
on the next following February 15 from moneys set aside for that purpose in the Interest and
Sinking Fund (as hereinafter defined). Any Bond not selected for prior redemption shall be paid
on the date of the Stated Maturity.
The principal amount of the Bonds required to be redeemed on a mandatory redemption
date may be reduced, at the option of the City, by the principal amount of Bonds which, at least
50 days prior to the mandatory redemption date, shall have been acquired by the City at a price
not exceeding the principal amount of such Bonds plus accrued interest to the date of purchase
thereof, and delivered to the Paying Agent/Registrar for cancellation and not theretofore credited
against a mandatory redemption requirement.
The Bonds are payable from the proceeds of an ad valorem tax levied, within the
limitations prescribed by law, upon all taxable property in the City. Reference is hereby made to
the Ordinance, a copy of which is on file in the Designated Payment/Transfer Office of the
Paying Agent/Registrar, and to all of the provisions of which the registered owner of this Bond
by the acceptance hereof hereby assents, for definitions of terms; the description of and the
nature and extent of the tax levied for the payment of the Bonds; the terms and conditions
relating to the transfer or exchange of this Bond; the conditions upon which the Ordinance may
be amended or supplemented with or without the consent of the registered owners; the rights,
duties, and obligations of the City and the Paying Agent/Registrar; the terms and provisions upon
which this Bond may be discharged at or prior to its maturity, and deemed to be no longer
Outstanding; and for other terms and provisions contained therein. Capitalized terms used herein
have the meanings assigned in the Ordinance.
This Bond, subject to certain limitations contained in the Ordinance, may be transferred
on the Register only upon its presentation and surrender at the Designated Payment/Transfer
Office of the Paying Agent/Registrar, with the Assignment hereon duly endorsed by, or
accompanied by a written instrument of transfer in form satisfactory to the Paying
Agent/Registrar duly executed by, the registered owner hereof, or his duly authorized agent.
When a transfer on the Register occurs, one or more new fully registered Bonds of the same
Stated Maturity, of authorized denominations, bearing the same rate of interest, and of the same
aggregate principal amount will be issued by the Paying Agent/Registrar to the designated
transferee or transferees.
The City and the Paying Agent/Registrar, and any agent of either, shall treat the
registered owner whose name appears on the Register (i) on the Record Date, as the owner
entitled to payment of interest hereon, (ii) on the date of surrender of this Bond, as the owner
entitled to payment of principal hereof at its Stated Maturity and (iii) on any other date, as the
owner for all other purposes, and neither the City nor the Paying Agent/Registrar, or any agent of
either, shall be affected by notice to the contrary. In the event of 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 City. Notice of the
Special Record Date and of the scheduled payment date of the past due interest (which shall be
fifteen (15) days after the Special Record Date) shall be sent at least five (5) business days prior
23170827.6/11703074 B-3
to the Special Record Date by United States mail, first class postage prepaid, to the address of
each registered owner appearing on the Register at the close of business on the last business day
next preceding the date of mailing of such notice.
It is hereby certified, recited, represented and declared that the City is a body corporate
and political subdivision duly organized and legally existing under and by virtue of the
Constitution and laws of the State of Texas; that the issuance of the Bonds is duly authorized by
law; that all acts, conditions and things required to exist and be done precedent to and in the
issuance of the Bonds to render the same lawful and valid obligations of the City have been
properly done, have happened and have been performed in regular and due time, form and
manner as required by the Constitution and laws of the State of Texas, and the Ordinance; that
the Bonds do not exceed any Constitutional or statutory limitation; and that due provision has
been made for the payment of the principal of and interest on the Bonds by the levy of a tax as
stated above. In case any provision in this Bond shall be invalid, illegal, or unenforceable, the
validity, legality, and enforceability of the remaining provisions shall not in any way be affected
or impaired thereby. The terms and provisions of this Bond and the Ordinance shall be
construed in accordance with and shall be governed by the laws of the State of Texas.
IN WITNESS WHEREOF, the City Council of the City has caused this Bond to be duly
executed under the official seal of the City as of the Bond Date.
CITY OF NORTH RICHLAND HILLS,
TEXAS
Mayor
COUNTERSIGNED:
City Secretary
(City Seal)
(b) Form of Registration Certificate of Comptroller of Public Accounts to appear on
Initial Bond only.
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER
23170827.6/11703074 B-4
OF PUBLIC ACCOUNTS ( REGISTER NO.
(
THE STATE OF TEXAS
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 duly registered by the Comptroller
of Public Accounts of the State of Texas.
WITNESS my signature and seal of office this
Comptroller of Public Accounts
of the State of Texas
(SEAL)
(c) Form of Certificate of Paying Agent/Registrar to appear on Definitive Bonds only.
REGISTRATION CERTIFICATE OF PAYING AGENT/REGISTRAR
This Bond has been duly issued and registered under the provisions of the within
mentioned Ordinance; the bond or bonds of the above entitled and designated series originally
delivered having been approved by the Attorney General of the State of Texas and registered by
the Comptroller of Public Accounts, as shown by the records of the Paying Agent/Registrar.
The designated office of the Paying Agent/Registrar in Dallas, Texas is the Designated
Payment/Transfer Office for this Bond.
JPMorgan Chase Bank, N.A.
as Paying Agent/Registrar
Registered this date:
By:
Authorized Signature
(d) Form of Assignment.
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns, and transfers unto (Print
or typewrite name, address, and zip code of transferee:)
(Social Security or other identifying number: )
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
231708276/11703074 B-5
attorney to transfer the within Bond on the books kept for registration thereof, with full power of
substitution in the premises.
DATED:
NOTICE: The signature on this assignment
Signature guaranteed: must correspond with the name of the
registered owner as it appears on the face of
the within Bond in every particular.
23170827.6/11703074 B-6
EXHIBIT C
PURCHASE LETTER
23170827.6/11703074 C-1
EXHIBIT D
CONDITIONAL NOTICE OF REDEMPTION
CITY OF NORTH RICHLAND HILLS, TEXAS
TAX AND WASTEWATER AND SEWER SYSTEM (LIMITED PLEDGE) REVENUE
CERTIFICATES OF OBLIGATION
SERIES 2007
Dated: April 15, 2007
NOTICE IS HEREBY GIVEN that all of the obligations of the above series maturing on and
after February 15, 2022, and aggregating in the principal amount of$350,000, have been called
for redemption on May 3, 2017 (the "Redemption Date") at the redemption price of par and
accrued interest to the date of redemption, such certificates of obligation being identified as
follows:
Year of Principal Amount CUSIP
Maturity Being Refunded ($) Number
2022* 175,000 661838MZ2
2027* 175,000 661838NA6
*Term Certificates
THIS CONDITIONAL NOTICE of Redemption, and the payment of the principal of and
premium, if any, and interest on the certificates of obligation (the "Redemption Price") on the
Redemption Date, is subject to the receipt by the Paying Agent/Registrar of an amount sufficient
to pay in full the Redemption Price on the Redemption Date.
IN THE EVENT funds for the payment of the Redemption Price are not received by the
Redemption Date, this notice shall be null and void and of no force and effect. Any certificates
of obligation theretofore delivered for redemption shall be returned to the respective owners
thereof, and such certificates of obligation shall remain outstanding as though this Conditional
Notice of Redemption had not been given. Notice of failure to receive funds and rescission of
this redemption shall be given by the Paying Agent/Registrar by first class mail to the registered
holders of the Bonds.
Provided such funds are received by the Redemption Date, the above-described
obligations shall become due and payable on May 3, 2017 and interest thereon shall cease to
accrue from and after said redemption date and payment of the redemption price of said
obligations shall be paid to the registered owners of the obligations only upon presentation and
surrender thereof to The Bank of New York Mellon Trust Company, N.A. (successor paying
agent/registrar to The Bank of New York Trust Company, N.A.) at its designated offices at the
following addresses:
231708276/11703074 D-1
First Class/
Registered/Certified Express Delivery Only By Hand Only
The Bank of New York The Bank of New York Mellon The Bank of New York Mellon
Mellon Trust Company, N.A. Trust Company,N.A. Trust Company, N.A.
Global Corporate Trust Global Corporate Trust Global Corporate Trust
P. O. Box 396 111 Sanders Creek Parkway Corporate Trust Window
East Syracuse, New York East Syracuse, New York 13057 101 Barclay Street, 1st Floor East
13057 New York, New York 10286
THIS NOTICE is issued and given pursuant to the terms and conditions prescribed for the
redemption of said obligations and pursuant to an ordinance by the City Council of the City of
North Richland Hills, Texas.
The Bank of New York Mellon Trust Company, N.A.
2001 Bryan Street, 11 t" Floor
Dallas, Texas 75201
231708276/11703074 D-2
EXHIBIT E
CONDITIONAL NOTICE OF REDEMPTION
CITY OF NORTH RICHLAND HILLS, TEXAS
GENERAL OBLIGATION REFUNDING AND IMPROVEMENT BONDS,
SERIES 2007
Dated April 15, 2007
NOTICE IS HEREBY GIVEN that all of the obligations of the above series maturing on and
after February 15, 2018, and aggregating in the principal amount of$1,520,000, have been called
for redemption on May 3, 2017 (the "Redemption Date") at the redemption price of par and
accrued interest to the date of redemption, such bonds being identified as follows:
Year of Principal Amount CUSIP
Maturity Being Refunded ($) Number
2018 260,000 661838NG3
2019 255,000 661838NH1
**** *******
2021* 505,000 661838NJ7
2022 250,000 661838NK4
***** ********
2027* 250,000 661838NL2
*Term Bonds
THIS CONDITIONAL NOTICE of Redemption, and the payment of the principal of and
premium, if any, and interest on the bonds (the "Redemption Price") on the Redemption Date, is
subject to the receipt by the Paying Agent/Registrar of an amount sufficient to pay in full the
Redemption Price on the Redemption Date.
IN THE EVENT funds for the payment of the Redemption Price are not received by the
Redemption Date, this notice shall be null and void and of no force and effect. Any bonds
theretofore delivered for redemption shall be returned to the respective owners thereof, and such
bonds shall remain outstanding as though this Conditional Notice of Redemption had not been
given. Notice of failure to receive funds and rescission of this redemption shall be given by the
Paying Agent/Registrar by first class mail to the registered holders of the Bonds.
Provided such funds are received by the Redemption Date, the above-described
obligations shall become due and payable on May 3, 2017 and interest thereon shall cease to
accrue from and after said redemption date and payment of the redemption price of said
obligations shall be paid to the registered owners of the obligations only upon presentation and
surrender thereof to The Bank of New York Mellon Trust Company, N.A. (successor paying
agent/registrar to The Bank of New York Trust Company, N.A.) at its designated offices at the
following addresses:
23170827.6/11703074 E-1
First Class/
Registered/Certified Express Delivery Only By Hand Only
The Bank of New York The Bank of New York Mellon The Bank of New York Mellon
Mellon Trust Company, N.A. Trust Company, N.A. Trust Company, N.A.
Global Corporate Trust Global Corporate Trust Global Corporate Trust
P. O. Box 396 111 Sanders Creek Parkway Corporate Trust Window
East Syracuse, New York East Syracuse, New York 13057 101 Barclay Street, 1St Floor East
13057 New York, New York 10286
THIS NOTICE is issued and given pursuant to the terms and conditions prescribed for the
redemption of said obligations and pursuant to an ordinance by the City Council of the City of
North Richland Hills, Texas.
The Bank of New York Mellon Trust Company, N.A.
2001 Bryan Street, 11111 Floor
Dallas, Texas 75201
23170827.6/11703074 E-2