HomeMy WebLinkAboutResolution 1992-054
RESOLUTION NO. 92-54
A RESOLUTION authorizing the issuance of "NORTH RICHLAND
HILLS PARK AND RECREATION FACILITIES DEVELOPMENT
CORPORATION SALES TAX REVENUE BONDS, SERIES 1992 ";
pledging certain "Pledged Revenues" of the
Corporation, including "Gross Sales Tax Revenues",
to the payment of the principal of and interest on
said Bonds and enacting other provisions incident
and related to the issuance, payment, security and
delivery of said bonds, including the approval of a
Financing/Use Agreement with the City, and
resolving other matters incident and related to the
issuance and sale of the Bonds.
WHEREAS, the Board of Directors of the North Richland Hills
Park and Recreation Facilities Development Corporation (the
"Corporation") hereby finds and determines that $7,500,000 in
principal amount of bonds should be issued at this time to finance
the costs of land, buildings, equipment, facilities and
improvements suitable for use for amateur (including children's)
sports, athletic, entertainment and public park purposes and
events, including (i) the construction of phase I of an athletic
complex which includes an aquatic and tennis center, (ii) the
acquisition of land and its development as soccer and baseball
facilities and (iii) the payment of the costs of issuance related
to the Bonds (the "Project"); and
WHEREAS, the Board of Directors has further determined and
hereby finds that the Project to be financed by the issuance of the
bonds is for and on behalf of the City of North Richland Hills,
Texas, and the principal amount of such bonds and other obligations
of the Corporation payable in whole or in part from the "Pledged
Revenues" (hereinafter defined), together with the amount of the
costs of other projects (other than such bonds and other
obligations) for which payments to be made in cash directly from
such "Pledged Revenues" do not, in the aggregate, exceed
$135,000,000; now, therefore,
BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE NORTH RICHLAND
HILLS PARK AND RECREATION FACILITIES DEVELOPMENT CORPORATION:
SECTION 1. Authorization - Desianation - PrinciDal
Amount - PurDose. Bonds of the Corporation shall be and are hereby
authorized to be issued in the aggregate principal amount of
$7,500,000 to be designated and bear the title "NORTH RICHLAND
HILLS PARK AND RECREATION FACILITIES DEVELOPMENT CORPORATION SALES
TAX REVENUE BONDS, SERIES 1992 ", hereinafter referred to as the
"Bonds" to finance the costs of land, buildings, equipment,
facilities and improvements suitable for use for amateur (including
children's) sports, athletic, entertainment and public park
purposes and events, including (i) the construction of phase I of
an athletic complex which includes an aquatic and tennis center,
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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 Team Bank, Fort Worth, Texas
to serve as Paying Agent/Registrar for the Bonds is hereby approved
and confirmed. The Corporation covenants to maintain and provide
a Paying Agent/Registrar at all times until the Bonds are paid in
full and discharged. Any successor Paying Agent/Registrar shall be
a 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 Corporation agrees to
promptly cause a written notice to be sent to the Holder affected
by United states Mail, first class postage prepaid, which notice
shall identify and give the address of the new Paying
Agent/Registrar.
Principal of and premium, if any, on the Bonds shall be
payable at the Stated Maturities or upon their earlier redemption,
only upon presentation and surrender of the Bonds to the Paying
Agent/Registrar at its principal office. Interest on the Bonds
shall be paid to the Holders whose name appear in the security
Register at the close of business on the Record Date (the 15th day
of the month next preceding each interest payment date) and shall
be paid by the Paying Agent/Registrar (i) by check sent United
states Mail, first class postage prepaid, to the address of the
Holder recorded in the Security Register or (ii) by such other
method, acceptable to the Paying Agent/Registrar, requested by, and
at the risk and expense of, the Holder. 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
insti tutions in the city where the Paying Agent/Registrar is
located is authorized by law or executive order to close, then the
date for such payment shall be the next succeeding day which is not
such a Saturday, Sunday, legal holiday, or day when banking
institutions are authorized to close; and payment on such date
shall have the same force and effect as if made on the original
date payment was due.
In the event of a non-payment of interest on one or more
maturities on a scheduled payment date, and for thirty (30) days
thereafter, a new record date for such interest payment for such
maturity or maturities (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
Corporation. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (which shall be
15 days after the Special Record Date) shall be sent at least
five (5) business days prior to the Special Record Date by united
States Mail, first class postage prepaid, to the address of each
Holder of such maturity or maturities appearing on the Security
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Register at the close of business on the last business day next
preceding the date of mailing of such notice.
SECTION 4. Redemotion. (a) optional Redemption. The Bonds
maturing on and after September 1, 2003 shall be subject to
redemption prior to maturity, at the option of the Corporation, in
whole or in part in principal amounts of $5,000 or any integral
multiple thereof (and if within a stated Maturity by lot by the
Paying Agent/ Registrar), on September 1, 2002 or on any date
thereafter at the redemption price of par plus accrued interest to
the date of redemption.
(b) Exercise of Redemotion option. At least forty-five (45)
days prior to a date set for the redemption of Bonds (unless a
shorter notification period shall be satisfactory to the Paying
Agent/Registrar), the Corporation shall notify the Paying
Agent/Registrar of its decision to exercise the right to redeem
Bonds, the principal amount of each Stated Maturity to be redeemed,
and the date set for the redemption thereof. The decision of the
Corporation to exercise the right to redeem Bonds shall be entered
in the minutes of the governing body of the Corporation.
(c) Selection of Bonds for Redemotion. 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 Bond by $5,000
and shall select the Bonds, or principal amount thereof, to be
redeemed within such Stated Maturity by lot.
(d) Notice of RedemDtion. Not less than thirty (30) days
prior to a redemption date for the Bonds, a notice of redemption
shall be sent by united States Mail, first class postage prepaid,
in the name of the corporation and at the Corporation's expense, to
each Holder of a Bond to be redeemed in whole or in part at the
address of the Holder appearing on the Security Register at the
close of business on the business day next preceding the date of
mailing such notice, and any notice of redemption so mailed shall
be conclusively presumed to have been duly given irrespective of
whether received by the Holder.
All notices of redemption shall (i) specify the date of
redemption for the Bonds, (ii) identify the Bonds to be redeemed
and, in the case of a portion of the principal amount to be
redeemed, the principal amount thereof to be redeemed, (iii) state
the redemption price, (iv) state that the Bonds, or the portion of
the principal amount thereof to be redeemed, shall become due and
payable on the redemption date specified, and the interest thereon,
or on the portion of the principal amount thereof to be redeemed,
shall cease to accrue from and after the redemption date, and (v)
specify that payment of the redemption price for the Bonds, or the
principal amount thereof to be redeemed, shall be made at the
principal office of the Paying Agent/ Registrar only upon
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presentation and surrender thereof by the Holder. If a Bond is
subject by its terms to prior redemption and has been called for
redemption and notice of redemption thereof has been duly given or
waived as herein provided, such Bond (or the principal amount
thereof to be redeemed) shall become due and payable, and interest
thereon shall cease to accrue from and after the redemption date
therefor, provided moneys sufficient for the payment of such Bonds
(or of the principal amount thereof to be redeemed) at the then
applicable redemption price are held for the purpose of such
payment by the paying Agent/Registrar.
SECTION 5. Reaistration - Transfer - Exchanae of Bonds -
Predecessor Bonds. A Security Register for the Bonds relating to
their registration, payment, and transfer or exchange shall at all
times be kept and maintained on behalf of the Corporation by the
paying Agent/Registrar, 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
Corporation may prescribe. The Paying Agent/Registrar shall
obtain, record, and maintain in the Security Register the name and
address of each registered owner of the Bonds issued under and
pursuant to the provisions of this Resolution. Any Bond may, in
accordance with its terms and the terms hereof, be transferred or
exchanged for Bonds of other authorized denominations upon the
Security Register by the Holder, in person or by his duly
authorized agent, upon surrender of such Bond to the principal
office of 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 a Bond at the principal office
of the paying Agent/Registrar, one or more new certificates
evidencing the Bonds, in authorized denominations, of like Stated
Maturity and of a like aggregate principal amount as the Bond or
Bonds surrender for transfer shall be registered and issued to the
assignee or transferee of the previous Holders.
At the option of the Holder, Bonds may be exchanged for other
Bonds of authorized denominations and having the same Stated
Maturity, bearing the same rate of interest and of like aggregate
principal amount as the Bonds surrendered for exchange, upon
surrender of the Bonds to be exchanged at the principal office of
the paying Agent/Registrar. Whenever any Bonds are surrendered for
exchange, the paying Agent/Registrar shall register and deliver new
printed certificates evidencing the Bonds, executed on behalf of,
and furnished by, the Corporation, to the Holder requesting the
exchange.
All Bonds issued upon any transfer or exchange of Bonds shall
be delivered at the principal office of the Paying Agent/Registrar,
or sent by united States Mail, first class postage prepaid, to the
Holder and, upon the delivery thereof, the same shall be valid
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obligations of the Corporation, evidencing the same obligation to
pay, and entitled to the same benefits under this Resolution, 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 canceled by reason of an exchange or transfer pursuant
to the provisions hereof 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 Bond or Bonds registered
and delivered in the exchange or transfer therefor. 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
section 26 hereof and such new replacement Bond shall be deemed to
evidence the same obligation as the mutilated, lost, destroyed, or
stolen Bond.
SECTION 6. Book-Entrv Only Transfers and Transactions.
Notwithstanding the provisions contained in sections 3, 4 and 5
hereof relating to the payment, and transfer/exchange of the Bonds,
the Corporation hereby approves and authorizes the use of
"Book-Entry Only" securities clearance, settlement and transfer
system provided by The Depository Trust Company (DTC), a limited
purpose trust company organized under the laws of the State of New
York, in accordance with the requirements and procedures identified
in the Letter of Representation, by and between the Corporation,
the Paying Agent/Registrar and DTC (the "Depository Agreement")
relating to the Bonds.
Pursuant to the Depository Agreement and the rules of DTC, the
Bonds shall be deposited with DTC who shall hold said Bonds for its
participants (the "DTC Participants"). While the Bonds are held by
DTC under the Depository Agreement, the Holder of the Bonds on the
security Register for all purposes, including payment and notices,
shall be Cede & Co., as nominee of DTC, notwithstanding the
ownership of each actual purchaser or owner of each Bond (the
"Beneficial Owners") being recorded in the records of DTC and DTC
participants.
In the event DTC determines to discontinue serving as
securities depository for the Bonds or otherwise ceases to provide
book-entry clearance and settlement of securities transactions in
general or the Corporation determines that DTC is incapable of
properly discharging its duties as securities depository for the
Bonds, the Corporation covenants and agrees with the Holders of the
Bonds to cause Bonds to be printed in definitive form and provide
for the Bond certificates to be issued and delivered to DTC
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Participants and Beneficial Owners, as the case may be.
Thereafter, the Bonds in definitive form shall be assigned,
transferred and exchanged on the Security Register maintained by
the Paying Agent/Registrar and payment of such Bonds shall be made
in accordance with the provisions of Sections 3, 4 and 5 hereof.
SECTION 7. Execution - Reaistration. The Bonds shall be
executed on behalf of the Corporation by the Chairman of the Board
of Directors or President of the Corporation under its seal
reproduced or impressed thereon and attested by the Secretary of
the Corporation. The signature of said officers 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 Corporation on the Issue Date shall be deemed to be duly
executed on behalf of the Corporation, notwithstanding that such
individuals or either of them shall cease to hold such offices at
the time of delivery of the Bonds to the initial purchasers and
with respect to Bonds delivered in subsequent exchanges and
transfers.
No Bond shall be entitled to any right or benefit under this
Resolution, 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 Section 9C, 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 Section 9D, 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.
SECTION 8. Initial Bond(s). The Bonds herein authorized
shall be initially issued either (i) as a single fully registered
bond in the total principal amount noted in Section 1 with
principal installments to become due and payable as provided in
Section 2 hereof and numbered T-1, or (ii) as nineteen (19) fully
registered bonds, being one bond for each year of maturity in the
applicable principal amount and denomination and to be numbered
consecutively from T-1 and upward (hereinafter called the "Initial
Bond(s) ") and, in either case, the Initial Bond(s) shall be
registered in the name of the initial purchaser(s) or the designee
thereof. The Initial Bond(s) shall be the Bonds 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(s),
the Paying Agent/Registrar, pursuant to written instructions from
the initial purchaser(s), or the designee thereof, shall cancel the
Initial Bond(s) delivered hereunder and exchange therefor
definitive Bonds of authorized denominations, Stated Maturities,
principal amounts and bearing applicable interest rates for
transfer and delivery to the Holders named at the addresses
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identified therefor; 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 9. Forms. A. Forms Generally. The Bonds, the
Registration certificate of the Comptroller of Public Accounts of
the State of Texas (to be printed on the Initial Bond(s) only), the
certificate of Registration, and the form of Assignment to be
printed on each of the Bonds, shall be substantially in the forms
set forth in this section with such appropriate insertions,
omissions, substitutions, and other variations as are permitted or
required by this Resolution 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 on insured Bonds and
any reproduction of an opinion of counsel) thereon as may,
consistently herewith, be established by the Board of Directors of
the Corporation or determined by the officers executing such Bonds
as evidenced by the execution thereof. Any portion of the text of
any Bonds may be set forth on the reverse thereof, wi th an
appropriate reference thereto on the face of the Bond.
The Bonds, including the Ini tial Bond (s) , shall be
typewritten, printed, lithographed, or engraved or produced in any
other similar manner, all as determined by the officers executing
such Bonds as evidenced by their execution thereof.
B.
Form of Bond.
REGISTERED
NO.
REGISTERED
$
UNITED STATES OF AMERICA
STATE OF TEXAS
NORTH RICHLAND HILLS PARK AND RECREATION FACILITIES
DEVELOPMENT CORPORATION SALES TAX REVENUE BOND, SERIES 1992
Issue Date:
November 15, 1992
Interest Rate: Stated Maturity:
CUSIP NO:
Registered Owner:
Principal Amount:
DOLLARS
The North Richland Hills Park and Recreation Facilities
Development Corporation (hereinafter referred to as the
"corporation"), a non-profit industrial development corporation
organized and existing under the laws of the state of Texas,
including Section 4B of Article 5190.6, Tex. Rev. civ. st. Ann., as
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amended, (the "Act"), with its principal office located in Tarrant
County, Texas, for value received, hereby promises to pay to the
order of the Registered Owner named above, or the registered
assigns thereof, solely from the revenues and sources pledged under
the Resolution identified below, the Principal Amount stated above
(or so much thereof as shall not have been paid upon prior
redemption) on the Stated Maturity date specified above and to pay
interest (computed on the basis of a 360-day year of twelve 30-day
months) on the unpaid Principal Amount hereof from the Issue Date
at the per annum rate of interest specified above; such interest
being payable on March 1 and September 1 of each year, commencing
september 1, 1993. Principal of this Bond is payable at its Stated
Maturity or redemption to the registered owner hereof, upon
presentation and surrender, at the principal office of the Paying
Agent/Registrar executing the registration certificate appearing
hereon, or its successor. Interest is payable to the registered
owner of this Bond (or one or more Predecessor Bonds, as defined in
the resolution hereinafter referenced) whose name appears on the
"Security Register" maintained by the paying Agent/Registrar at the
close of business on the "Record Date", which is the 15th 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 recorded in the Security Register or by such other
method, acceptable to the Paying Agent/Registrar, requested by, and
at the risk and expense of, the registered owner. 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.
This Bond is one of the series specified in its title issued
in the aggregate principal amount of $7,500,000 (herein referred to
as the "Bonds") to finance the costs of land, buildings, equipment,
facilities and improvements suitable for use for amateur (including
children's) sports, athletic, entertainment and public park
purposes and events, including (i) the construction of phase I of
an athletic complex which includes an aquatic and tennis center,
(ii) the acquisition of land and its development as soccer and
baseball facilities and (iii) the payment of the costs of issuance
related to the Bonds, in conformity with the Constitution and laws
of the State of Texas, including the Act, and pursuant to an
Resolution adopted by the governing body of the Corporation (herein
referred to as the "Resolution").
The Bonds maturing on and after September 1, 2003 may be
redeemed prior to their stated Maturities, at the option of the
corporation, in whole or in part in principal amounts of $5,000 or
any integral multiple thereof (and if within a stated Maturity by
lot by the Paying Agent/Registrar), on September 1, 2002 or on any
date thereafter at the redemption price of par plus accrued
interest thereon to the redemption date. At least thirty days
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prior to the date fixed for any redemption of Bonds, the
Corporation shall cause a written notice of such redemption to be
sent by United states Mail, first class postage prepaid, to the
registered owners of each Bond to be redeemed at the address shown
on the Security Register and subject to the terms and provisions
relating thereto contained in the Resolution. If this Bond (or any
portion of the principal sum hereof) shall have been duly called
for redemption and notice of such redemption duly given, then upon
such redemption date this Bond (or the portion of the principal sum
hereof to be redeemed) shall become due and payable, and, if moneys
for the payment of the redemption price and the interest accrued on
the principal amount to be redeemed to the date of redemption are
held for the purpose of such payment by the Paying Agent/Registrar,
interest shall cease to accrue and be payable from and after the
redemption date on the principal amount hereof redeemed.
In the event of a partial redemption of the principal amount
of this Bond, payment of the redemption price of such principal
amount shall be made to the registered owner only upon presentation
and surrender of this Bond to the principal office of the Paying
Agent/Registrar, and there shall be issued to the registered owner
hereof, without charge, a new Bond or Bonds of like maturity and
interest rate in any authorized denominations provided in the
Resolution for the then unredeemed balance of the principal sum
hereof. If this Bond is called for redemption, in whole or in
part, the Corporation and the Paying Agent/Registrar shall not be
required to transfer this Bond to an assignee of the Holder within
45 days of the redemption date therefor; provided, however, such
limitation on transferability shall not be applicable to an
exchange by the Holder of the unredeemed balance hereof in the
event of its redemption in part.
The Bonds are payable solely from and equally and ratably
secured by a pledge of the "Pledged Revenues" (as defined in the
Resolution) received by the Corporation, including the receipts
from a Sales Tax levied for the benefit of the Corporation pursuant
to the Act and an election held in the City. The Bonds do not
constitute a legal or equitable, pledge, charge, lien or
encumbrance upon any property of the Corporation or the City of
North Richland Hills, Texas (the "City") except with respect to the
"Pledged Revenues". This Bond may not be paid in whole or in part
from any property taxes raised or to be raised by the City and is
not a debt of and does not give rise to a claim for payment against
the City, except as to the sales and use tax revenues held by the
city and required under the Act to be paid over to the Corporation.
Neither the State of Texas, the City or any political corporation,
subdivision or agency of the state of Texas shall be obligated to
pay this Bond or the interest hereon and neither the faith and
credit nor the taxing power of the state, the City or any other
political corporation, subdivision or agency thereof is pledged to
the payment of the principal of and interest on this Bond except as
noted above.
subject to satisfying the terms and conditions prescribed
therefor, the Corporation has reserved the right to issue
additional revenue obligations payable, in whole or in part, from
the "Pledged Revenues" and equally and ratably secured in like
manner and effect as the Bonds.
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Reference is hereby made to the Resolution, a copy of which is
on file in the principal office of the Paying Agent/Registrar, and
to all of the provisions of which the Holder by the acceptance
hereof hereby assents, for definitions of terms; the description of
and the nature and extent of the security for the payment of the
Bonds; the rights of Holders of the Bonds the terms and conditions
for the issuance of additional obligations; the terms and
conditions relating to the payment, transfer or exchange of this
Bond; the conditions upon which the Resolution may be amended or
supplemented with or without the consent of the Holders; the
rights, duties, and obligations of the Corporation and the Paying
Agent/Registrar; the terms and provisions upon which the
encumbrances, pledges, charges and covenants made therein may be
discharged; and for the other terms and provisions contained
therein. Capitalized terms used herein have the same meanings
assigned in the Resolution.
This Bond, subject to certain limitations contained in the
Resolution, may be transferred on the Security Register only upon
its presentation and surrender at the principal 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 Security 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 Corporation and the Paying Agent/Registrar, and any agent
of either, may treat the registered owner hereof whose name appears
on the Security 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 or its redemption, in whole
or in part, and (iii) on any other date as the owner for all other
purposes, and neither the Corporation nor the Paying
Agent/Registrar, or any agent of either, shall be affected by
notice to the contrary. In the event of non-payment 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
Corporation. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (which shall be
15 days after the Special Record Date) shall be sent at least
five (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 Security Register at the close of business
on the last business day next preceding the date of mailing of such
notice.
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It is hereby certified, recited, represented and covenanted
that the Corporation is a non-profit industrial development
corporation duly organized and legally existing under and by virtue
of the Constitution and laws of the state of Texas, including the
Act; 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 special obligations of the Corporation have
been properly done, have happened and have been performed in
regular and due time, form and manner as required by law; and that
due provision has been made for the payment of the principal of and
interest on the Bonds from the sources and in the manner provided
in the Resolution. In case any provision in this Bond or any
application thereof shall be invalid, illegal, or unenforceable,
the validity, legality, and enforceability of the remaining
provisions and applications shall not in any way be affected or
impaired thereby. The terms and provisions of this Bond and the
Resolution shall be construed in accordance with and shall be
governed by the laws of the state of Texas.
IN WITNESS WHEREOF, the Board of Directors of the Corporation
has caused this Bond to be duly executed under the official seal of
the Corporation as of the Issue Date.
NORTH RICHLAND HILLS PARK AND
RECREATION FACILITIES DEVELOPMENT CORPORATION
ATTEST:
President OR Chairman of the Board of Directors
Secretary
(SEAL)
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C. *Form of Registration Certificate of Comptroller of Public
Accounts to Aopear on Initial Bonds only.
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OF PUBLIC ACCOUNTS
)
)
)
)
)
OFFICE OF THE COMPTROLLER
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
(SEAL)
Comptroller of Public Accounts
of the state of Texas
D. Form of certificate of Paying Agent/Registrar to Aooear on
definitive Bonds.
REGISTRATION CERTIFICATE OF PAYING AGENT/REGISTRAR
This Bond has been duly issued and registered in the name of
the Registered Owner shown above under the provisions of the
within-mentioned Resolution and duly approved, or a Predecessor
Bond hereof duly 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.
Team Bank, Fort
Texas as
Agent/Registrar
Worth,
Paying
Registration date:
By
Authorized Signature
0048171
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E. Form of Assianment.
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
attorney to transfer the within Bond on the books kept for
registration thereof, with full power of substitution in the
premises.
DATED:
Signature guaranteed:
NOTICE: The signature on this
assignment must correspond with
the name of the registered owner
as it appears on the face of the
within Bond in every particular.
F. The Initial Bond(s) shall be in the form set forth in
paragraph B of this section. except that the form of a single
fully reaistered Initial Bond shall be modified as follows::
(i) immediately under the name of the bond the headings
"Interest Rate " and "Stated Maturity "
shall both be omitted;"
(ii) Paragraph one shall read as follows:
The North Richland Hills Park and Recreation Facilities
Development Corporation (hereinafter referred to as the
"Corporation"), a non-profit industrial development corporation
organized and existing under the laws of the State of Texas,
including section 4B of Article 5190.6, Tex. Rev. civ. st. Ann., as
amended, (the "Act"), with its principal office located in Tarrant
County, Texas, for value received, hereby promises to pay to the
order of the Registered Owner named above, or the registered
assigns thereof, solely from the revenues and sources pledged under
the Resolution identified below, the Principal Amount hereinabove
stated on September 1 in each of the years and in principal amounts
and bearing interest at per annum rates in accordance with the
following schedule:
YEAR
PRINCIPAL
INSTALLMENTS
INTEREST
RATE
(Information to be inserted from
schedule in Section 2 hereof).
0048171
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(or so much thereof as shall not have been paid upon prior
redemption) and to pay interest (computed on the basis of a 360-day
year of twelve 30-day months) on the unpaid Principal Amount hereof
from the Issue Date at the per annum rate of interest specified
above; such interest being payable on March 1 and September 1 of
each year, commencing september 1, 1993. Principal installments of
this Bond are payable at its Stated Maturity or on a prepayment
date to the registered owner hereof, upon its presentation and
surrender, at the principal offices of Team Bank, Fort Worth,
Texas (the "Paying Agent/Registrar"). Interest is payable to the
registered owner of this Bond (or one or more Predecessor Bonds, as
defined in the resolution hereinafter referenced) whose name
appears on the "Security Register" maintained by the Paying
Agent/Registrar at the close of business on the "Record Date",
which is the 15th 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 recorded in
the Security Register or by such other method, acceptable to the
Paying-Agent/Registrar, requested by, and at the risk and expense
of, the registered owner. 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.
SECTION 10. Definitions. For all purposes of this
Resolution and in particular for clarity with respect to the
issuance of the Bonds herein authorized and the pledge and
appropriation of revenues to the payment of the Bonds, the
following definitions are provided:
"Act" - The Development Corporation Act of 1979,
Vernon's Ann. civ.st. Art. 5190.6, as amended at any
time.
"Additional Obligations" - Bonds, notes or other
evidences of indebtedness which the Corporation reserves
the right to issue or enter into, as the case may be, in
the future in accordance with the terms and conditions
provided in section 18 hereof and which, together with
the Bonds, are equally and ratably secured by a parity
pledge of and claim on the Pledged Revenues under the
terms of this Resolution and a Supplemental Resolution.
"Average Annual Debt Service" - That amount which,
at the time of computation, is derived by dividing the
total amount of Debt Service to be paid over a period of
years as the same is scheduled to become due and payable
by the number of years taken into account in determining
the total Debt Service. capitalized interest payments
provided from proceeds or borrowings of the Corporation
0048171
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shall be excluded in making the aforementioned
computation.
"Board" - The Board of Directors of the Corporation.
"Bonds" - The "North Richland Hills Park and
Recreation Facilities Development Corporation Sales Tax
Revenue Bonds, Series 1992 ", dated November 15, 1992,
authorized by this Resolution.
"city" - The City of North Richland Hills, Texas.
"Corporation" - The North Richland Hills Park and
Recreation Facilities Development Corporation, a
non-profit industrial development corporation organized
and existing under and pursuant to the laws of the state
of Texas, including section 4B of the Act, with its
principal place of business in Tarrant County, Texas.
"Debt Service" - As of any particular date of
computation, with respect to any obligations and with
respect to any period, the aggregate of the amounts to be
paid or set aside by the corporation as of such date or
in such period for the payment of the principal of,
premium, if any, and interest (to the extent not
capitalized) on such obligations; assuming, in the case
of obligations without a fixed numerical rate, that such
obligations bear, or would have borne, interest at the
maximum legal per annum rate applicable to such
obligations, and further assuming in the case of
obligations required to be redeemed or prepaid as to
principal prior to maturity, the principal amounts
thereof will be redeemed prior to maturity in accordance
with the mandatory redemption provisions applicable
thereto.
"Depository" - A commercial bank or other qualified
financial institution eligible and qualified to serve as
the custodian of the Corporation's monetary accounts and
funds.
"Fiscal Year" - The twelve month financial
accounting per~od used by the Corporation ending
September 30 1n each year, or such other twelve
consecutive month period established by the Corporation.
"Government obligations" - Direct obligations of the
united States of America, including obligations the
principal of and interest on which are fully and
0048171
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0048171
unconditionally guaranteed by the united states of
America.
"Gross Sales Tax Revenues" - All of the revenues or
receipts due or owing to, or collected or received by or
on behalf of the Corporation by the City or otherwise
pursuant to section 4B of the Act and the election held
August 8, 1992, less any amounts due and owed to the
Comptroller of Public Accounts of the state of Texas as
charges for the collection of the Sales Tax or retention
by said Comptroller for refunds and to redeem dishonored
checks and drafts, to the extent such charges and
retention are authorized or required by law.
"outstanding" - When used in this Resolution with
respect to Bonds or Parity Bonds, as the case may be,
means, as of the date of determination, all Bonds and
Parity Bonds theretofore sold, issued and delivered by
the Corporation, except:
(1) those Bonds or Parity Bonds canceled or
delivered to the transfer agent or registrar for
cancellation in connection with the exchange or transfer
of such obligations;
(2) those Bonds or Parity Bonds paid or deemed to
be paid in accordance with the provisions of Section 25
hereof or similar provisions of any Supplemental
Resolution authorizing the issuance of Additional Bonds.
(3) those Bonds or Par i ty Bonds that have been
mutilated, destroyed, lost, or stolen and replacement
obligations have been registered and delivered in lieu
thereof.
"Parity Bonds" - Collectively,
Additional Obligations.
the Bonds and
"Pledged Revenues" Collectively (i) Gross
Sales Tax Revenues from time to time deposited or owing
to the Pledged Revenue Fund and (ii) such other money,
income, revenue, receipts or other property as may be
specifically dedicated, pledged or otherwise encumbered
in a supplemental Resolution for the payment and security
of Parity Bonds.
"Required Reserve" - The amount required to be
accumulated and maintained in the Reserve Fund under the
provisions of section 15 hereof.
"Sales Tax" - The local sales and use tax authorized
under Section 4B of the Act , approved at an election
held on August 8, 1992, and the effective date for the
-17-
imposition and application of such Sales Tax within the
corporate limits of the City by the Comptroller of
Public Accounts of the state of Texas being January 1,
1993, together with any increases in the rate of such
Sales Tax authorized and provided by law.
"Supplemental Resolution" - Any resolution of the
Board supplementing this Resolution for the purpose of
authorizing and providing the terms and provisions of the
Bonds or Additional Obligations, or supplementing or
amending this Resolution for any other authorized purpose
permitted in Section 18 or 25 hereof, including
resolutions authorizing the issuance of Additional
Obligations or pledging and encumbering income, revenues,
receipts or property other than the Gross Sales Tax
Revenues to the payment and security of the Parity Bonds.
SECTION 11. Pledae. The Corporation hereby covenants and
agrees that the Pledged Revenues, with the exception of those in
excess of the amounts required for the payment and security of the
Parity Bonds, are hereby irrevocably pledged to the payment and
security of the Bonds and Additional Obligations, if issued,
including the establishment and maintenance of the special funds
created and established in this Resolution and any Supplemental
Resolution, all as hereinafter provided. The Corporation hereby
resolves the parity Bonds shall constitute a lien on the Pledged
Revenues in accordance with the terms of this Resolution and any
Supplemental Resolution, which lien shall be valid and binding
wi thout any further action by the corporation and without any
filing or recording with respect thereto except in the records of
the Corporation.
SECTION 12. Pledged Revenue Fund. The corporation hereby
agrees and covenants to establish and maintain a fund or account at
a Depository for the deposit of the Pledged Revenues as received
and collected by the Corporation, which fund or account shall be
known on the books and records of the corporation as the "Pledged
Revenue Fund". All Pledged Revenues deposited to the credit of
such Fund shall be accounted for separate and apart from all other
revenues, receipts and income of the Corporation and, with respect
to the Gross Sales Tax Revenues, the Corporation shall further
account for such funds separate and apart from the other Pledged
Revenues deposited to the credit of the Pledged Revenue Fund. All
Pledged Revenues deposited to the credit of the Pledged Revenue
Fund shall be appropriated and expended to the extent required by
this Resolution and any Supplemental Resolution for the following
uses and in the order of priority shown:
First: To the payment of the amounts required to be
deposited in the Bond Fund for the payment of Debt
Service on the Parity Bonds as the same becomes due and
payable.
0048171
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Second: To the payment of the amounts required to
be deposited in the Reserve Fund to establish and
maintain the Required Reserve in accordance with the
provisions of this Resolution and any Supplemental
Resolution.
Third: To the payment of amounts required to be
deposited in any other fund or account required by any
Supplemental Resolution authorizing the issuance of
Parity Bonds; and
Fourth: To any fund or account held at any place or
places, or to any payee, required by any other resolution
of the Board which authorized the issuance of obligations
or the creation of debt of the Corporation having a lien
on the Pledged Revenues subordinate to the lien created
herein on behalf of the Parity Bonds.
Any Pledged Revenues remaining in the Pledged Revenue Fund
after satisfying the foregoing payments, or making adequate and
sufficient provision for the payment thereof, may be appropriated
and used for any other lawful purpose now or hereafter permitted by
law.
SECTION 13. Bond Fund. For the purpose of providing funds
to pay the principal of and interest on Parity Bonds, the
Corporation agrees and covenants to maintain a separate and special
account or fund on the books and records of the Corporation known
as the "NRH Park and Recreation Facilities Development Corp. Debt
Service Account" (the "Bond Fund"), and all monies deposited to the
credit of such Fund shall be held in a special banking fund or
account maintained at a Depository of the Corporation. The
Corporation covenants that there shall be deposited into the Bond
Fund prior to each principal and interest payment date from the
Pledged Revenues an amount equal to one hundred per centum (100%)
of the interest on and the principal of the Bonds then falling due
and payable, and such deposits to pay principal and accrued
interest on the Bonds shall be made in substantially equal monthly
installments on or before the 20th day of each month, beginning on
or before the 20th day of the month next following the delivery of
the Bonds to the initial purchasers.
The required deposits to the Bond Fund for the payment of
principal of and interest on the Bonds shall continue to be made as
hereinabove provided until (i) the total amount on deposit in the
Bond Fund and Reserve Fund is equal to the amount required to fully
pay and discharge all Parity Bonds (principal and interest) then
Outstanding or (ii) the Bonds are no longer Outstanding.
SECTION 14. Reserve Fund. The Corporation agrees and
covenants to maintain on the books and records of the Corporation
a separate and special fund or account to be known as the "Reserve
Account" (the "Reserve Fund"), which fund or account shall be a
0048171
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special banking fund maintained at a Depository. All Pledged
Revenues deposited to the credit of such fund or account shall be
used solely for the payment of the principal of and interest on the
Parity Bonds when (whether at maturity, upon a redemption date or
any interest payment date) other funds available for such purposes
are insufficient, and, in addition, may be used to the extent not
required to maintain the "Required Reserve", to pay, or provide for
the payment of, the final principal amount of a series of Parity
Bonds so that such series of Parity Bonds is no longer deemed to be
"Outstanding" as such term is defined herein.
The total amount to be accumulated and maintained in the
Reserve Fund by reason of the issuance of the Bonds shall be
$675,000 (the "Required Reserve"), and immediately following the
delivery of the Bonds to the initial purchasers, there shall be
deposited to the credit of the Reserve Fund from the proceeds of
sale of the Bonds the sum of $675,000 (the "Initial Deposit").
Beginning on or before the 20th day of the month next following the
month the Bonds are delivered to the initial purchasers and on or
before the 20th day of each following month, the Corporation agrees
that there shall cause to be deposited to the Reserve Fund from the
Pledged Revenues an amount equal to at least one-thirty-sixth
(1/36th) of the difference between the Required Reserve and the
Initial Deposit. After the Required Reserve has been fully
accumulated and while Required Reserve is maintained on deposit in
such Fund, no further monthly deposits shall be required to be made
to the Reserve Fund.
As and when Additional Obligations are delivered or incurred,
the Required Reserve shall be increased, if required, to an amount
equal to the Average Annual Debt Service (calculated on a Fiscal
Year basis) for all parity Bonds then Outstanding (after giving
effect to the issuance of the Additional Obligations), as
determined on the date each series of Additional Obligations are
delivered or incurred, as the case may be. Any additional amount
required to be accumulated and maintained in the Reserve Fund shall
be deposited in full to the credit of the Reserve Fund in cash
immediately after the deli very of the then proposed Additional
Obligations.
While the cash and investments in the Reserve Fund total not
less than the Required Reserve, no deposits need be made to the
credit of the Reserve Fund; but, if and when the Reserve Fund at
any time contains less than the Required Reserve , the Corporation
covenants and agrees to cure the deficiency in the Required Reserve
by resuming monthly deposits to said Fund from the Pledged
Revenues; such monthly deposits to be in amounts equal to not less
than 1/36th of the then total Required Reserve to be maintained in
said Fund and to be made on or before the 20th day of each month
until the total Required Reserve then required to be maintained in
said Fund has been fully restored. The Corporation further
covenants and agrees that the Pledged Revenues shall be applied and
appropriated and used to establish and maintain the Required
0048171
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Reserve and to cure any deficiency in such amounts as required by
the terms of this Resolution and any Supplemental Resolution.
During such time as the Reserve Fund contains the total
Required Reserve, the Corporation may, at its option, withdraw all
surplus in the Reserve Fund in excess of the Required Reserve and
deposit such surplus in the Pledged Revenue Fund.
SECTION 15. Deficiencies. If on any occasion there shall
not be sufficient Pledged Revenues to make the required deposits
into the Bond Fund or Reserve Fund, such deficiency shall be cured
as soon as possible from the next available Pledged Revenues, or
from any other sources available for such purpose.
SECTION 16. Payment of Bonds. While any of the Bonds
are Outstanding, the Treasurer of the Corporation (or other
designated financial officer of the Corporation) shall cause to be
transferred to the Paying Agent/Registrar, from funds on deposit in
the Bond Fund, and, if necessary, in the Reserve Fund, amounts
sufficient to fully pay and discharge promptly as each installment
of interest and principal of the Bonds accrues or matures; such
transfer of funds to be made in such manner as will cause
immediately available funds to be deposited with the Paying
Agent/Registrar for the Bonds at the close of the business day next
preceding the date of payment for the Bonds.
SECTION 17. Investments - Security of Funds. (a) Money in
any Fund required to be maintained pursuant to this Resolution
may, at the option of the Corporation, be invested in obligations
and in the manner prescribed by the Public Funds Investment Act of
1987 (Article 842a-2, Vernon's Texas Revised Civil statutes
Annotated), including investments held in book-entry form; provided
that all such deposits and investments shall be made in such a
manner that the money required to be expended from any Fund will be
available at the proper time or times and provided further the
maximum stated maturity for any investment acquired with money
deposited to the credit of the Reserve Fund shall be limited to
five (5) years from the date of the investment of such money. Such
investments shall be valued in terms of current market value within
45 days of the close of each Fiscal Year and, with respect to
investments held for the account of the Reserve Fund, wi thin
45 days of the date of passage of each authorizing document of the
Board pertaining to the issuance of Additional Obligations. All
interest and income derived from deposits and investments in the
Bond Fund immediately shall be credited to, and any losses debited
to, the appropriate account of the Bond Fund. All interest and
interest income derived from deposits in and investments of the
Reserve Fund shall, subject to the limitations provided in
section 15 hereof, be credited to and deposited in the Pledged
Revenue Fund. All such investments shall be sold promptly when
necessary to prevent any default in connection with the Bonds.
0048171
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(b) That money deposited to the credit of the Pledged Revenue
Fund, Bond Fund and Reserve Fund, to the extent not invested and
not otherwise insured by the Federal Deposit Insurance Corporation
or similar agency, shall be secured by a pledge of direct
obligations of the United states of America, or obligations
unconditionally guaranteed by the united states of America.
SECTION 18. Issuance of Additional Parity Obliaations.
Subject to the provisions hereinafter appearing as to conditions
precedent which must be satisfied, the Corporation reserves the
right to issue, from time to time as needed, Additional Obligations
for any lawful purpose. Such Additional Obligations may be issued
in such form and manner as the Corporation shall determine,
provided, however, prior to issuing or incurring such Additional
Obligations, the following conditions precedent for the
authorization and issuance of the same are satisfied, to wit:
(1) The Treasurer of the Corporation (or other
officer of the Corporation then having the primary
responsibility for the financial affairs of the
Corporation) shall have executed a certificate stating
that, to the best of his or her knowledge and belief, the
Corporation is not then in default as to any covenant,
obligation or agreement contained in the Resolution or a
Supplemental Resolution.
(2) The Corporation has secured from a certified
public accountant a certificate or opinion to the effect
that, according to the books and records of the
Corporation, the Gross Sales Tax Revenues received by the
Corporation during any twelve (12) consecutive months out
of the previous eighteen (18) months next preceding the
adoption of the Supplemental Resolution authorizing the
Additional Obligations were equal to not less than 1.50
multiplied by the Average Annual Debt Service during such
twel ve consecuti ve month per iod with respect to the
Parity Bonds then outstanding and after giving effect to
the issuance of the Additional Obligations then being
issued. Additionally, for the purpose of providing this
certificate or opinion, if the Corporation shall not have
received Gross Sales Tax Revenues for a full 12 month
period, one-half of the amount of sales tax revenues
actually received by the City under Chapter 321, TEX.TAX
CODE, may be used for the months during which the
Corporation did not receive Gross Sales Tax Revenues.
(3) The Required Reserve to be accumulated and
maintained in the Reserve Fund is increased to the extent
required by Section 15.
SECTION 19. Refunding Bonds. The Corporation reserves the
right to issue refunding bonds to refund all or any part of the
Parity Bond~ (pursuant to any law then available) upon such terms
0048171
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and conditions as the Board may deem to be in the best interest of
the Corporation, and if less than all such Parity Bonds then
outstanding are refunded, the conditions precedent prescribed (for
the issuance of Additional Bonds) set forth in Section 19 hereof
shall be satisfied, and shall give effect to the refunding.
SECTION 20. Riaht to Create Subordinate Debt. Except as
may be limited by a Supplemental Resolution, the Corporation shall
have the right to issue or create any debt payable from or secured
by a lien on all or any part of the Pledged Revenues for any lawful
purpose without complying with the provisions of section 18 or 19
hereof, provide the pledge and the lien thereof is subordinate to
the pledge and lien established, made and created in Section 11 of
this Resolution with respect to the Pledged Revenues to the payment
and security of the Parity Bonds.
SECTION 21. Confirmation and Levy of Sales Tax. (a) The
Board hereby confirms the earlier levy by the City of the Sales Tax
at the rate voted at the election held by and within the City on
August 8, 1992, and the Board hereby warrants and represents that
the City has duly and lawfully ordered the imposition and
collection of the Sales Tax upon all sales, uses and transactions
as are permitted by and described in Section 4B of the Act
throughout the boundaries of the City as such boundaries existed on
the date of said election and as they may be expanded from time to
time.
(b) While any Bonds are Outstanding, the Corporation
covenants, agrees and warrants to take and pursue all action
permissible to cause the Sales Tax, at said rate or at a higher
rate if legally permitted, to be levied and collected continuously,
in the manner and to the maximum extent permitted by law, and to
cause no reduction, abatement or exemption in the Sales Tax or rate
of tax below the rate stated, confirmed and ordered in subsection
(a) of this Section to be ordered or permitted while any Bonds
shall remain Outstanding.
(c) If the City shall be hereafter authorized by law to
apply, impose and levy the Sales Tax on any taxable items or
transactions that are not subject to the Sales Tax on the date of
the adoption hereof, to the extent it legally may do so, the
Corporation hereby covenants and agrees to use its best efforts to
cause the City to take such action as may be required to subject
such taxable items or transactions to the Sales Tax.
(d) The Corporation agrees to take and pursue all action
legally permissible to cause the Sales Tax to be collected and
remitted and deposited as herein required and as required by
Section 4B of the Act, at the earliest and most frequent times
permitted by law.
0048171
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(e) The Corporation agrees and covenants at all times, and to
use its best efforts to cause the City, to comply with Section 4B
of the Act or in the alternative, shall, by appropriate notice,
direction, request or other legal method, use its good-faith
efforts to cause the Comptroller of Public Accounts of the State of
Texas (the "Comptroller") to pay all Gross Sales Tax Revenues
directly to the Corporation for deposit to the Pledged Revenue
Fund. If the Comptroller shall refuse or shall not be legally
obligated to make transfers in accordance with such notice,
direction or request, then the Corporation shall cause the Gross
Sales Tax Revenues to be deposited to the credit of the Pledged
Revenue Fund in their entirety immediately upon receipt thereof by
the city.
SECTION 22. Records and Accounts. The Corporation hereby
covenants and agrees that while any of the Bonds are Outstanding,
it will keep and maintain complete records and accounts in
accordance with generally accepted accounting principles, and
following the close of each Fiscal Year, it will cause an audit of
such books and accounts to be made by an independent firm of
certified public accountants. Each such audit, in addition to
whatever other matters may be thought proper by the accountant,
shall particularly include the following:
(1) A statement in reasonable detail regarding the
receipt and disbursement of the Pledged Revenues for such
Fiscal Year; and
(2) A balance sheet for the Corporation as of the
end of such Fiscal Year.
Such annual audit of the records and accounts of the
corporation shall be in the form of a report and be accompanied by
an opinion of the accountant to the effect that such examination
was made in accordance with generally accepted auditing standards
and contain a statement to the effect that in the course of making
the examination necessary for the report and opinion, the
accountant obtained no knowledge of any default of the Corporation
on the Bonds or in the fulfillment of any of the terms, covenants
or provisions of this Resolution, or under any other evidence of
indebtedness, or of any event which, with notice or lapse of time,
or both, would constitute a failure of the Corporation to comply
with the provisions of this Resolution or if, in the opinion of the
accountants, any such failure to comply with a covenant or
agreement hereof, a statement as to the nature and status thereof
shall be included.
Copies of each annual audit report shall be furnished upon
written request, to any Holders of any of said Bonds. The audits
herein required shall be made within 120 days following the close
of each Fiscal Year insofar as is possible.
0048171
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The Holders of any Bonds or any duly authorized agent or
agents of such Holders shall have the right to inspect such
records, accounts and data of the Corporation during regular
business hours.
SECTION 23. Representations as to Security for the Bonds.
(a) The corporation represents and warrants that, except for the
Parity Bonds, the Pledged Revenues are and will be and remain free
and clear of any pledge, lien, charge or encumbrance thereon or
with respect thereto prior to, or of equal rank with, the pledge
and lien created in or authorized by this Resolution except as
expressly provided herein.
(b) The Bonds and the provisions of this Resolution are and
will be the valid and legally enforceable obligations of the
Corporation in accordance with their terms and the terms of this
Resolution, subject only to any applicable bankruptcy or insolvency
laws or to any laws affecting creditors rights generally.
(c) The Corporation shall at all times, to the extent
permitted by law, defend, preserve and protect the pledge of the
Pledged Revenues and all the rights of the Holders against all
claims and demands ot all persons whomsoever.
(d) The Corporation will take, and use its best efforts to
cause the City to take, all steps reasonably necessary and
appropriate to collect all delinquencies ,in the collection of the
Sales Tax to the fullest extent permitted by the Act.
(e) The provisions, covenants, pledge and lien on and against
the Pledged Revenues, as herein set forth, are established and
shall be for the equal benefit, protection and security of the
owners and holders of Parity Bonds without distinction as to
priority and rights under this Resolution.
(f) The parity Bonds shall constitute special obligations of
the Corporation, payable solely from, and equally and ratably
secured by a parity pledge of and lien on, the Pledged Revenues,
and not from any other revenues, properties or income of the
corporation. The Bonds may not be paid in whole or in part from
any property taxes raised or to be raised by the City and shall not
constitute debts or obligations of the State or of the City, and
the Holders, shall never have the right to demand payment out of
any funds raised or to be raised by any system of ad valorem
taxation.
SECTION 24. satisfaction of Obliaation of CorDoration. If
the Corporation shall payor 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 Resolution, then the pledge of the Pledged
Revenues under this Resolution and all other obligations of the
Corporation to the Holders shall thereupon cease, terminate, and
become void and be discharged and satisfied.
0048171
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Bonds or any principal amount(s) 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 at
maturity or to the redemption date therefor, 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 Obligations shall have been
irrevocably deposited in trust with the Paying Agent/Registrar, or
an authorized escrow agent, which Government Obligations 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 Bonds on the stated Maturities thereof or (if notice of
redemption has been duly given or waived or if irrevocable
arrangements therefor accepted to the Paying Agent/Registrar have
been made) the redemption date thereof. The Corporation covenants
that no deposit of moneys or Government Obligations 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, or regulations adopted pursuant thereto.
Any moneys so deposited with the Paying Agent/ Registrar, or
an authorized escrow agent, and all income from Government
Obligations held in trust by the Paying Agent/Registrar, or an
authorized escrow agent, pursuant to this section in excess of the
amount required for the payment of the Bonds shall be remitted to
the District or deposited as directed by the District.
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 four (4) years after the Stated Maturity,
or applicable redemption date, of the Bonds such moneys were
deposited and are held in trust to pay shall, upon the request of
the Corporation, be remitted to the Corporation against a written
receipt therefor. Notwithstanding the above and foregoing, any
remittance of funds from the Paying Agent/Registrar to the
corporation shall be subject to any applicable unclaimed property
laws of the State of Texas.
SECTION 25. Resolution a Contract - Amendments. This
Resolution shall constitute a contract with the Holders from time
to time, be binding on the Corporation, and shall not be amended or
repealed by the Corporation while any Bond remains outstanding
except as permitted in this section. The Corporation, may, without
the consent of or notice to any Holders, from time to time and at
any time, amend this Resolution in any manner not detrimental to
the interests of the Holders, including the curing of any
ambiguity, inconsistency, or formal defect or omission herein. In
addition, the corporation may, with the written consent from the
owners holding a majority in aggregate principal amount of the
Parity Bonds then outstanding affected thereby, amend, add to, or
rescind any of the provisions of this Resolution; provided that,
0048171
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without the written consent of all Holders of outstanding Bonds
effected, no such amendment, addition, or rescission shall
(1) extend the time or times of payment of the principal of,
premium, if any, and interest on the Bonds, reduce the principal
amount thereof, the redemption price therefor, or the rate of
interest thereon, or in any other way modify the terms of payment
of the principal of, premium, if any, or interest on the Bonds,
( 2 ) give any pref erence to any Bond over any other Bond, or
(3) reduce the aggregate principal amount of Bonds or Parity Bonds,
as the case may be, required to be held for consent to any such
amendment, addition, or rescission.
SECTION 26. 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 Corporation and after (i) 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
(ii) the furnishing to the Paying Agent/Registrar of
indemnification in an amount satisfactory to hold the Corporation
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 new Bond issued pursuant to this section in lieu of any
mutilated, destroyed, lost, or stolen Bond shall constitute a
replacement of the prior obligation of the Corporation, whether or
not the mutilated, destroyed, lost, or stolen Bond shall be at any
time enforceable by anyone, and shall be entitled to all the
benefits of this Resolution equally and ratably with all other
outstanding Bonds.
SECTION 27.
Covenants Reaardina Tax-Exempt Status.
(a) Definitions. When used in this section 27, the following
terms have the following meanings:
"Code" means the Internal Revenue Code of 1986, as
amended by all legislation, if any, enacted on or before
the Issue Date.
"Computation Date" has the meaning stated in Treas.
Reg. § 1.148-8(b) (1).
"Gross Proceeds" has the meaning stated in Treas.
Reg. § 1.148-8(d).
0048171
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"Investment" has the meaning stated in Treas.
Reg. S 1.148-8(e).
"Issue Date" means the date on which the Bonds are
first authenticated and delivered to the initial
purchasers against payment therefor.
"Nonpurpose Investment" means any Investment in
which Gross Proceeds of the Bonds are invested and which
is not acquired to carry out the governmental purpose of
the Bonds. Obligations acquired with proceeds of the
Bonds that are to be used to discharge the Refunded Bonds
are Nonpurpose Investments.
"Rebatable Arbitrage" has the meaning stated in
Treas. Reg. § 1.148-2.
"Yield of"
(1) any Investment shall be computed in
accordance with Treas. Reg. §1.148-2, and
(2) the Bonds has the meaning stated in
Treas. Reg. § 1.148-3.
(b) Not to Cause Interest to Become Taxable. The Corporation
shall not use, permit the use of, or omit to use Gross Proceeds or
any other amounts (or any property the acquisition, construction,
or improvement of which is to be financed directly or indirectly
with Gross Proceeds) in a manner which, if made or omitted,
respectively, would cause the interest on any Bond to become
includable in the gross income, as defined in section 61 of the
Code, of the owner thereof for federal income tax purposes.
without limiting the generality of the foregoing, unless and until
the Corporation shall have received a written opinion of counsel
nationally recognized in the field of municipal bond law to the
effect that failure to comply with such covenant will not adversely
affect the exclusion of interest on any Bond from gross income for
federal income tax purposes pursuant to Section 103 of the Code,
the Corporation shall comply with each of the specific covenants in
this section.
(c) No Private Use or Private Payments. The Bonds are being
issued to finance the costs of the Project for on behalf of the
City, a political subdivision of the state of Texas, and in
connection therewith, the city and the corporation will execute an
agreement relating to the ownership, operation and maintenance of
the project while the Bonds are outstanding and unpaid, which
agreement provides that, except as permitted by section 141 of the
Code and the regulations and rulings thereunder, the land to be
acquired with the issuance of the Bonds shall at all times prior to
the last maturity of the Bond:
0048171
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-----'
(1) be exclusively owned, operated and maintained
by the city, and prohibits the City from using or
permi tting the use of such Gross Proceeds or any property
acquired, constructed, or improved with such Gross
Proceeds in any activity carried on by any person or
entity other than a state or local government, unless
such use is solely as a member of the general public, and
(2) prohibits the city from directly or indirectly
imposing or accepting any charge or other payment for use
of Gross Proceeds of the Bonds or for any property
acquired, constructed, or improved indirectly with such
Gross Proceeds, 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.
(d) No Private Loan. Except to the extent permitted by
section 141 of the Code and the regulations and rulings thereunder,
the Corporation 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 Hiaher Yield. Except to the extent
permitted by section 148 of the Code and the regulations and
rulings thereunder, the Corporation shall not, at any time prior to
the final stated Maturity of the Bonds, directly or indirectly
invest Gross Proceeds of the Bonds in any Investment (or use such
Gross Proceeds to replace money so invested), if as a result of
such investment the Yield of all Investments allocated to such
Gross Proceeds whether then held or previously disposed of, exceeds
the Yield 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 Corporation 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 corporation shall timely file
with the Secretary of the Treasury the information required by
0048171
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section 149(e) of the Code with respect to the Bonds on such form
and in such place as such Secretary may prescribe.
(h) Payment of Rebatable Arbitraae. Except to the extent
otherwise provided in section 148(f) of the Code and the
regulations and rulings thereunder,
(1) The Corporation and the City shall account for
all Gross Proceeds of the Bonds (including all receipts,
expenditures, and investments thereof) on their
respective books of account separately and apart from all
other funds (and receipts, expenditures, and investments
thereof) and shall maintain all records of such
accounting with other public records relating to the
issuance of the Bonds until six years after the final
computation Date. The Corporation may, however, to the
extent permitted by section 148(f) of the Code and the
regulations thereunder, commingle Gross Proceeds of the
Bonds with other money of the Corporation, provided that
the corporation separately accounts for each receipt and
expenditure of such Gross Proceeds and the obligations
acquired therewith.
(2) Not less frequently than each computation Date,
the corporation shall either (i) cause to be calculated
by a nationally recognized accounting or financial
advisory firm or (ii) calculate and cause its
calculations to be verified by a nationally recognized
accounting or financial advisory firm, in either case in
accordance with rules set forth in section 148(f) of the
Code and Treas. Reg. § 1.148-2 and rulings thereunder,
the Rebatable Arbitrage with respect to the Bonds. The
corporation shall maintain such calculations relating to
the issuance of the Bonds until six years after the final
computation Date.
(3) As additional consideration for the issuance of
the Bonds by the initial purchasers and the loan
represented thereby, and in order to induce such purchase
by measures designed to result in the excludability of
the interest thereon from the gross income of the owners
thereof for federal income tax purposes, the Corporation
shall pay to the united States the amount described in
paragraph (2) above and the amount described in
paragraph (4) below, at the times, in the installments,
to the place, in the manner, and accompanied by such
forms or other information as is or may be required by
section 148 (f) of the Code and Treas. Reg. §§ 1.148-1
through 1.148-9 and rulings thereunder.
(4) The Corporation shall exercise reasonable
diligence to assure that no errors are made in the
calculations required by paragraph (2) and, if such error
0048171
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is made, to discover and promptly to correct such error
within a reasonable amount of time thereafter, including
payment to the united states of any Correction Amount as
described in Treas. Reg. § 1.148-1(c) (2) and any penalty
under Treas. Reg. § 1.148-1(c) (3) (ii) (B).
(5) The Corporation 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 this subsection (h) because such transaction results
in a smaller prof it 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.
SECTION 28. Notices to Holders - Waiver. Wherever this
Resolution 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 as it appears in the
security Register.
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 Resolution
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.
SECTION 29. Cancellation. All Bonds surrendered for
payment, redemption, transfer or exchange, if surrendered to the
Paying Agent/Registrar, shall be promptly canceled by it and, if
surrendered to the Corporation, shall be delivered to the Paying
Agent/Registrar and, if not already canceled, shall be promptly
canceled by the Paying Agent/Registrar. The Corporation may at any
time deliver to the Paying Agent/Registrar for cancellation any
Bonds previously certified or registered and delivered which the
Corporation may have acquired in any manner whatsoever, and all
Bonds so deli vered shall be promptly canceled by the Paying
Agent/Registrar. All canceled Bonds held by the Paying
Agent/Registrar shall be destroyed as directed by the Corporation.
SECTION 30. Sale of Bonds. The sale of the Bonds to
Merrill Lvnch & Co. and associates (herein
referred to as the "Purchasers") at the price of par plus a premium
of $ -0- and accrued interest from the Issue Date to the
date of delivery is hereby approved and confirmed. Delivery of
0048171
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the Bonds to the Purchasers shall occur as soon as possible upon
payment being made therefor in accordance with the terms of sale.
SECTION 31. Aporoval and Execution of Financina/Use
Aareement with the City. The "Financing/Use Agreement" (the
"Agreement") by and between the corporation and the City, attached
hereto as Exhibit A and incorporated herein by reference as a part
of this Resolution for all purposes, is hereby approved as to form
and content, and such Agreement in substantially the form and
substance attached hereto, together with such changes or revisions
as may be necessary to accomplish the financing or benefit the
corporation, is hereby authorized to be executed by the President
and secretary of the Corporation and as the act and deed of this
Board; and such Agreement as executed by said officials shall be
deemed approved by the Board and constitute the Agreement herein
approved.
SECTION 32. Official statement. That the Official
statement, together with all amendments and supplements thereto
issued on behalf of the Corporation, prepared in the initial
offering and sale of the Bonds by the Corporation is hereby
approved as to form and content and the Board of Directors hereby
finds that the information and data contained in said Official
Statement pertaining to the Corporation and its financial affairs
is true and correct in all material respects and no material facts
have been omitted therefrom which are necessary to make the
statements therein, in light of the circumstances under which they
were made, not misleading. The use of such Official statement in
the reoffering of the Bonds by the Purchasers is hereby approved
and authorized.
SECTION 33. Proceeds of Sale. The proceeds of sale of
the Bonds, excluding the accrued interest recei ved from the
Purchasers and the Initial Deposit to the Reserve Fund, shall be
deposited in a construction fund in accordance with the Agreement.
Pending expenditure for the Project, such proceeds of sale may be
invested in authorized investments and, subject to the provisions
of Section 27(h) hereof, any investment earnings realized shall be
expended for the Project or deposited in the Bond Fund. All
surplus proceeds of sale of the Bonds, including investment
earnings, remaining after completion of the Project and paying or
making provision for the payment of the amounts owed pursuant to
section 27(h) (2) hereof shall be deposited to the credit of the
Bond Fund.
SECTION 34. Printed opinion. The obligation of the
Purchasers to accept delivery of the Bonds is subject to being
furnished a final opinion of Fulbright & Jaworski, Attorneys,
Dallas, Texas, approving such Bonds as to their validity, said
opinion to be dated and delivered as of the date of delivery and
payment for such Bonds. An executed counterpart or a true and
correct reproduction of said opinion shall accompany the Bonds or
0048171
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be printed on the reverse side of each definitive Bond issued is
printed form is hereby approve and authorized.
SECTION 35. CUSIP Numbers. CUSIP numbers may be printed
or typed on the definitive Bonds. It is expressly provided,
however, that the presence or absence of CUSIP numbers on the
definitive Bonds shall be of no significance or effect as regards
the legality thereof and neither the Corporation nor attorneys
approving said Bonds as to legality are to be held responsible for
CUSIP numbers incorrectly printed or typed on the definitive
Bonds.
SECTION 36. Control and CustodY of Bonds. The President
of the Board 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, and shall take and
have charge and control of the Ini tial Bond (s) pending the
approval thereof by the Attorney General, the registration thereof
by the Comptroller of Public Accounts and the delivery thereof to
the Purchasers.
Furthermore, the Chairman of the Board of Directors or the
President, vice President, Secretary and Treasurer of the
Corporation, anyone or more of said officials, are hereby
authorized and directed to furnish and execute such documents and
certifications relating to the corporation and the issuance of the
Bonds, as may be necessary for the approval of the Attorney
General, registration by the Comptroller of Public Accounts and
delivery of the Bonds to the initial purchasers and, together with
the Corporation's financial advisor, general counsel, bond counsel
and the Paying Agent/Registrar, make the necessary arrangements
for the delivery of the Initial Bond(s) to the Purchasers and the
initial exchange thereof for definitive Bonds.
SECTION 37. Benefits of Resolution. Nothing in this
Resolution, expressed or implied, is intended or shall be
construed to confer upon any person other than the Corporation,
the Paying Agent/Registrar and the Holders, any right, remedy, or
claim, legal or equitable, under or by reason of this Resolution
or any provision hereof, this Resolution and all its provisions
being intended to be and being for the sole and exclusive benefit
of the Corporation, the Paying Agent/Registrar and the Holders.
SECTION 38. Inconsistent Provisions. All orders or
resolutions, or parts thereof, which are in conflict or
inconsistent with any provision of this Resolution are hereby
repealed to the extent of such conflict and the provisions of this
Resolution shall be and remain controlling as to the matters
contained herein.
SECTION 39. Governina Law. This Resolution shall be
construed and enforced in accordance with the laws of the State of
Texas and the united states of America.
0048171
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SECTION 40. Severability. If any prov1s1on of this
Resolution or the application thereof to any circumstance shall be
held to be invalid, the remainder of this Resolution and the
application thereof to other circumstances shall nevertheless be
valid, and the Board hereby declares that this Resolution would
have been enacted without such invalid provision.
SECTION 41. Construction of Terms. If appropriate in the
context of this Resolution, 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 42. Public Meetina. It is officially found,
determined, and declared that the meeting at which this Resolution
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 Resolution, was givEm, all as
required by Article 6252-17, Vernon's Texas civil statutes, as
amended.
SECTION 43. Effective Date. This Resolution shall be in
force and effect from and after its passage on the date shown
below.
PASSED AND ADOPTED, this November 23, 1992.
NORTH RICHLAND HILLS PARK AND RECREATION
FACILITIES DEVELOPMENT CORPORATION
K I)f~
President
ATTEST:
C) ~
" "-;/ .
"..i! ¿(~.-L.n~, /::..U_<-L-<--o
1/ Secretary
¡..
(Corporation Seal)
0048171
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(¡X~{IP ,
FINANCING/USE AGREEMENT
This Financing/Use Agreement (this "Agreement') is made to be
effective as of the 23rd day of November, 1992, by and between the
city of North Richland Hills, Texas, a duly incorporated and
existing municipal corporation and political subdivision of the
State of Texas (the "city") and the North Richland Hills Parks and
Recreation Facilities Development corporation, a non-profit
industrial development corporation organized and existing under the
laws of the state of Texas, including Vernon's Ann. ci v . st.,
section 4B of Article 5190.6, (the "Corporation")
R E C I TAL S
WHEREAS, the corporation on behalf of the city is to finance the
costs of land, buildings, equipment, facilities and improvements
suitable for use for amateur (including children's) sports,
athletic, entertainment and public park purposes and events,
including (i) the construction of phase I of an athletic which
includes an aquatic and tennis center and (ii) the acquisition of
land and its development as soccer and baseball facilities(the
"Project"); and
WHEREAS, such financing contemplates the issuance and sale of
the Corporation's tax exempt bonds in the principal amount of
$7,500,000, and the proceeds of sale are to be used by the City to
design and construct the project; and
WHEREAS, the city will have full responsibility for the design
and construction of the Project and the Corporation shall have no
duties or responsibilities with respect to the Project other than
to provide for the financing of its costs;
AGREEMENT
1. Financina of proiect: For and in consideration of the
city's covenants and agreements herein contained and subject to the
terms contained herein, the Corporation hereby agrees to issue and
sale a series of obligations to be known as "North Richland Hills
Park and Recreation Facilities Development Corporation Sales Tax
Revenue Bonds, Series 1992", hereinafter called the "Bonds", and
deposit the proceeds of sale of the Bonds to a construction fund or
account to be designated by the City, and the City hereby agrees
and covenants that all proceeds of sale deposited to the credit of
such construction account shall be used solely to pay the costs of
the Project.
2. Use of Proiect. until all the Bonds have been fully paid,
discharged and retired, the upkeep and maintenance of the project
will be the responsibility of the City and the Corporation shall
have no responsibility with respect to the operation, upkeep and
maintenance of the Project. ..
~..«
tt\:\\'?:>\\ .
0048218
3. Collection and Transfer of Proceeds of Sales Tax. The
city agrees, in cooperation with the Corporation, to take such
actions as are required to cause the "Gross Sales Tax Revenues" (as
such term is defined in the resolution authorizing the issuance of
the Bonds) received from the comptroller of Public Accounts of the
State of Texas for and on behalf of the Corporation to be
transferred and deposited immediately upon receipt by the City to
the credit of the banking or monetary fund maintained at the
depository designated by the Corporation and known on the books and
records of the Corporation as the "Pledged Revenue Fund".
4. Recognition of Tax Exempt Financina. The City hereby
acknowledges and recognizes that the Bonds are being issued as
"state or local bonds" under and pursuant to section 103(a) of the
Internal Revenue Code of 1986, as amended, and the City hereby
covenants and agrees with respect to the use of proceeds of sale of
the Bonds and the use of the Project as follows:
(a) Definitions. When used in this paragraph, the fOllowing
terms have the following meanings:
"Code" means the Internal Revenue Code of 1986, as
amended by all legislation, if any, enacted on or before
the Issue Date.
"Computation Date" has the meaning stated in Treas.
Reg. § 1.148-8 (b) (1) .
"Gross Proceeds" has the meaning stated in Treas.
Reg. § 1.148-8(d).
"Investment" has the meaning stated in Treas.
Reg. § 1.148-8(e).
"Issue Date" means the date on which the Bonds are
first authenticated and delivered to the initial
purchasers against payment therefor.
"Nonpurpose Investment" means any Investment in
which Gross Proceeds of the Bonds are invested and which
is not acquired to carry out the governmental purpose of
the Bonds. Obligations acquired with proceeds of the
Bonds that are to be used to discharge thê Refunded Bonds
are Nonpurpose Investments.
"Rebatable Arbitrage" has the meaning stated in
Treas. Reg. § 1.148-2.
"Yield of"
(i) any Investment shall be computed in
accordance with Treas. Reg. §1.148-2, and
0048218
\< ~
\l\\ \:6 \ .. .'.
-2-
(ii) the Bonds has the meaning stated in
Treas. Reg. § 1.148-3.
(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,
respecti vely , would cause the interest on any Bond to become
includable in the gross income, as defined in section 61 of the
Code, of the owner thereof for federal income tax purposes.
without limiting the generality of the foregoing, unless and until
the city shall have received a written opinion of counsel
nationally recognized in the field of municipal bond law to the
effect that failure to comply with such covenant will not adversely
affect the exclusion of interest on any Bond from gross income for
federal income tax purposes pursuant to section 103 of the Code,
the city shall comply with each of the specific covenants in this
paragraph.
(c) No Private Use or Private Payments. The Bonds are being
issued to finance the Project and, except as permitted by section
141 of the Code and the regulations and rulings thereunder, the
Project shall at all times prior to the last maturity of the Bonds:
(i) be exclusively owned, operated and maintained
by the City, and the City shall not use or permit the use
of such Gross Proceeds or any property acquired,
constructed, or improved with such Gross Proceeds in any
activity carried on by any person or entity other than a
state or local government, unless such use is solely as
a member of the general public, and
(ii) the City shall not directly or indirectly
impose or accept any charge or other payment for use of
Gross Proceeds of the Bonds or for any property acquired,
constructed, or improved indirectly wi th such Gross
Proceeds, 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.
(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 (i)
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,
(ii) capacity in or service from such property is committed to such
person or entity under a take-or-pay, output, or similar contract
0048218
{\
~J,\\\fð\\ k~3_
or arrangement, or (iii) 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 Hiaher 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 of the Bonds in any Investment (or use such Gross
Proceeds to replace money so invested), if as a result of such
investment the Yield of all Investments allocated to such Gross
Proceeds whether then held or previously disposed of, exceeds the
Yield 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) Payment of Rebatable Arbitraae. 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
of the Bonds (including all receipts, expenditures, and
investments thereof) on their respective books of account
separately and apart from all other funds (and receipts,
expenditures, and investments thereof) and shall maintain
all records of such accounting with other public records
relating to the Project until six years after the final
computation Date. The City may, however, to the extent
permitted by section 148(f) of the Code and the
regulations thereunder, commingle Gross Proceeds of the
Bonds with other money of the city, provided that the
city separately accounts for each receipt and expenditure
of such Gross Proceeds and the obligations acquired
therewith.
(ii) Not less frequently than each computation Date,
the city shall either (aa) cause to be calculated by a
nationally recognized accounting or financial advisory
firm or (bb) calculate and cause its calculations to be
verified by a nationally recognized accounting or
financial advisory firm, in either case in accordance
with rules set forth in section 148(f) of the Code and
Treas. Reg. S 1.148-2 and rulings thereunder, the
Rebatable Arbitrage with respect to the Bonds. The City
shall maintain such calculations relating to the issuance
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of the Bonds until six years after the final computation
Date.
(iii) As additional consideration for the
issuance of the Bonds by the initial purchasers thereof
and the loan represented thereby, and in order to induce
such purchase by measures designed to result in the
excludability of the interest thereon from the gross
income of the owners thereof for federal income tax
purposes, the City shall remit to the Corporation for
payment to the United states the amount described in
paragraph (g) (ii) above and the amount described in
paragraph (g) (iv) below, at the times, in the
installments, to the place, in the manner, and
accompanied by such forms or other information as is or
may be required by section 148 (f) of the Code and
Treas. Reg. S§ 1.148-1 through 1.148-9 and rulings
thereunder.
(i v) The City shall exercise reasonable diligence to
assure that no errors are made in the calculations
required by paragraph (g) (ii) and, if such error is made,
to discover and promptly to correct such error within a
reasonable amount of time thereafter, including the
amount remitted to the Corporation for payment to the
United states of any Correction Amount as described in
Treas. Reg. S 1.148-1(c) (2) and any penalty under Treas.
Reg. S 1. 148 -1 ( c) (3) (i i) (B) .
(v) 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 this
subparagraph (g) 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.
5. Modifications. This Agreement shall not be changed
orally, and no executory agreement shall be effective to waive,
change, modify or discharge this Agreement in whole or in part
unless such executory agreement is in writing and is signed by the
parties against whom enforcement of any waiver, change,
modification or discharge is sought.
6. Entire Aareement. This Agreement, including the
Exhibits, contains the entire agreement between the parties
pertaining to the subject matter hereof and fully supersedes all
prior agreements and understandings between the parties pertaining
to such subject matter.
7 . Counteroarts. This Agreement may be executed in several
counterparts, and all such executed counterparts shall constitute
0048218
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the same agreement. It shall be necessary to account for only one
such counterpart in proving this Agreement.
8. Severabili ty. If any provision of this Agreement is
determined by a court of competent jurisdiction to be invalid or
unenforceable, the remainder of this Agreement shall nonetheless
remain in full force and effect.
9. Applicable Law. This Agreement shall in all respects be
governed by, and construed in accordance with, the substantive
federal laws of the united states and the laws of the state of
Texas.
10. caotions. The section headings appearing in this
Agreement are for convenience of reference only and are not
intended, to any extent and for any purpose, to limit or define the
text of any section or any subsection hereof.
IN WITNESS WHEREOF, the parties hereto have executed this
Agreement to be effective as of the date and year first above
written.
ATTEST: t.
Cf~Á~ ~-GA'
Secretary
(corporation Seal)
NORTH RICHLAND HILLS PARK AND RECREATION
I'ACILITIBS KLJil7~ORATIOIJ
President
CITY O~ NORTH RICHLAND HILLS, TEXAS
~~~~Æ~
C· Secretary
(City Seal)
S-~~)
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