HomeMy WebLinkAboutORD 85-68 ORDINANCE AUTHORIZING THE ISSUANCE OF $50 , 290, 000
THE CITY OF BEAUMONT REFUNDING BONDS , SERIES 1985;
AUTHORIZING THE REDEMPTION PRIOR TO MATURITY OF
CERTAIN OBLIGATIONS; AUTHORIZING THE PURCHASE OF
CERTAIN SECURITIES AND THE TRANSFER OF CERTAIN
FUNDS; AND AUTHORIZING THE EXECUTION OF AN ESCROW
AGREEMENT
THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
THE CITY OF BEAUMONT §
WHEREAS, the City of Beaumont, Texas (the "City") has
heretofore issued bonds and certificates of obligation which
are payable in whole or in part from ad valorem taxes and
which are more fully described in Exhibit "A" hereto, of
which $56 , 850 , 000 in aggregate amount remains outstanding
(the "Refunded Bonds") ; and
WHEREAS, the City desires to refund the Refunded Bonds,
in advance of their maturities, in order to restructure the
debt service payable by the City and reduce its annual debt
service requirements in the years 1985 through 1995; and
WHEREAS, the City is authorized by Article 717k,
Vernon' s Texas Civil Statutes, as amended, to issue refund-
ing bonds for the purpose of refunding the Refunded Bonds in
advance of their maturities, and to accomplish such refund-
ing by depositing directly with any paying agent for the
Refunded Bonds the proceeds of such refunding bonds, togeth-
er with other available funds, in an amount sufficient to
provide for the payment or redemption of the Refunded Bonds,
and such deposit shall constitute the making of firm banking
and financial arrangements for the discharge and final
payment or redemption of the Refunded Bonds; and
WHEREAS, the City desires to enter into an escrow
agreement with First City National Bank of Houston, Houston,
Texas (the "Escrow Agent") , as authorized by Article 717k,
pursuant to which proceeds of the refunding bonds herein
authorized, together with other available funds, will be
deposited, invested and applied in a manner independently
certified to be sufficient to provide for the full and
timely payment of all interest on and principal of the
Refunded Bonds; and
WHEREAS, the City desires to authorize the subscrip-
tions for and purchase of certain obligations of the United
States of America for deposit under and pursuant to such
escrow agreement and to authorize the transfer and deposit
of certain existing funds; and
WHEREAS, upon the issuance of the refunding bonds
herein authorized and the creation of the escrow referred to
above, the Refunded Bonds shall no longer be regarded as
being outstanding, except for the purpose of being paid
pursuant to such Escrow Agreement, and the pledges, liens,
trusts and all other covenants , provisions , terms and
conditions of the order authorizing the issuance of the
Refunded Bonds shall be discharged, terminated and defeased;
Now, Therefore
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I
BE IT ORDAINED BY THE CITY OF BEAUMONT:
1 . Throughout this ordinance the following terms and
expressions as used herein shall have the meanings set forth
below:
The term "Bond Register" shall mean the books of
registration kept by the Registrar in which are maintained
the names and addresses of, and the principal amounts of the
Bonds registered to, each Owner.
The term "Bonds" shall mean the $50 , 290 ,000 The City of
Beaumont Refunding Bonds , Series 1985 authorized in this
Ordinance, unless the context clearly indicates otherwise.
The term "Interest and Sinking Fund" shall mean the
interest and sinking fund for payment of the Bonds estab-
lished by the City pursuant to Section 7 of this Ordinance.
The term "City" shall mean The City of Beaumont, Texas.
The term "Interest Payment Date" , when used in connec-
tion with any Bond, shall mean March 1 , 1986 , and each
September 1 and March 1 thereafter until maturity or earlier
redemption of such Bond.
The term "Ordinance" as used herein and in the Bonds
shall mean this ordinance authorizing the Bonds.
The term "Owner" shall mean any person who shall be the
registered owner of any outstanding Bond.
The term "Paying Agent" shall mean the Registrar.
The term "Record Date" shall mean the - fifteenth (15th)
calendar day of the month next preceding each Interest
Payment Date.
The term "Refunded Bonds" shall mean the City' s out-
standing Bonds and Certificates of Obligation which are more
fully described on Exhibit "A" hereto.
The term "Registrar" shall mean Texas Commerce Bank
National Association, Houston, Texas, and its successors in
that capacity.
The term "Underwriters" shall mean Texas Commerce Bank
National Association; E. F. Hutton & Company Inc . ; Allied
Bank of Texas; First City National Bank of Houston; Inter-
First Bank Dallas , N.A. ; MBank Capital Markets; and George
K. Baum & Company.
2 . The Bonds shall be issued in fully registered form
in the total authorized aggregate amount of Fifty Million
Two Hundred Ninety Thousand Dollars ($50 , 290 , 000) for the
purpose of refunding all of the Refunded Bonds .
3 . (a) The Bonds shall be designated as "THE CITY OF
BEAUMONT REFUNDING BONDS , SERIES 1985" , and shall be dated
July 1 , 1985 . The Bonds shall bear interest at the rates
set forth below from the later of July 1 , 1985 , or the most
recent Interest Payment Date to which such interest has been
paid or duly provided for, calculated on the basis of a 360
day year of twelve 30 day months , payable on March 1 , 1986,
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and semiannually thereafter on September 1 and March 1 of
each year until maturity or prior redemption.
(b) The Bonds shall be issued bearing the numbers, in
the principal amounts , and bearing interest at the rates set
forth in the following schedule, and may be transferred and
exchanged as set out in this Ordinance . The Bonds shall
mature, subject to prior redemption in accordance with this
Ordinance , on September 1 in each of the years and in the
amounts set out in such schedule. Bonds delivered on
transfer of or in exchange for other Bonds shall be numbered
in order of their authentication by the Registrar, shall be
in the denomination of $5 , 000 or integral multiples thereof,
and shall mature on the same date and bear interest at the
same rate as the Bond or Bonds in lieu of which they are
delivered.
Bond Principal Interest
Number Year Amount Rate
R- 1 1996 $ 3 , 355 ,000 8 . 40%
R- 2 1997 3, 645 , 000 8 . 50%
R- 3 1998 3, 955 , 000 8 . 60%
R- 4 1999 4, 295 , 000 8 . 70%
R- 5 " 2000 4 , 670 , 000 8 . 80%
R- 6 2001 5 , 080 , 000 8 . 90%
R- 7 2005 25, 290, 000 9 . 00%
(c) The Bonds shall be signed by the Mayor and coun-
tersigned by the City Clerk, by their manual, lithographed,
or facsimile signatures , and the official seal of the City
shall be impressed or placed in facsimile thereon. Such
facsimile signatures on the Bonds shall have the same effect
as if each of the Bonds had been signed manually and in
person by each of said officers , and such facsimile seal on
the Bonds shall have the same effect as if the official seal
of the City had been manually impressed upon each of the
Bonds . If any officer of the City whose manual or facsimile
signature shall appear on the Bonds shall cease to be such
officer before the authentication of such Bonds or before
the delivery of such Bonds, such manual or facsimile signa-
ture shall nevertheless be valid and sufficient for all
purposes as if such officer had remained in such office.
(d) Only such Bonds as shall bear thereon either (i)
the manually executed registration certificate of the
Comptroller of Public Accounts of the State of Texas sub-
stantially in the form provided in Section 5 (b) of this
Ordinance or (ii) a certificate of authentication, substan-
tially in the form provided in Section 5 (c) of this Ordi-
nance, manually executed by an authorized officer of the
Registrar, shall be entitled to the benefits of this Ordi-
nance or shall be valid or obligatory for any purpose. Such
duly executed certificate of authentication shall be conclu-
sive evidence that the Bond so authenticated was delivered
by the Registrar hereunder.
(e) The Registrar is hereby appointed as the paying
agent for the Bonds . The principal of and premium, if any,
on the Bonds shall be payable, without exchange or col-
lection charges , in any coin or currency of the United
States of America, which, on the date of payment, is legal
tender for the payment of debts due the United States of
America, upon their presentation and surrender as they
respectively become due and payable, whether at maturity or
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by prior redemption, at the principal corporate trust office
of the Registrar. The interest on each Bond shall be
payable by check payable on the Interest Payment Date,
mailed by the Registrar on or before each Interest Payment
Date to the Owner of record as of the Record Date, to the
address of such Owner as-shown on the Bond Register.
(f) The City, the Registrar and any other person may
treat the person in whose name any Bond is registered as the
absolute owner of such Bond for the purpose of making and
receiving payment of the principal of and premium, if any,
on such Bond, and for the further purpose of making and
receiving payment of the interest on such Bond, and for all
other purposes, whether or not such Bond is overdue, and
neither the City nor the Registrar shall be bound by any
notice or knowledge to the contrary. All payments made to
the person deemed to be the Owner of any Bond in accordance
with this Section 3 (f) shall be valid and effectual and
shall discharge the liability of the City and the Registrar
upon such Bond to the extent of the sums paid.
(g) So long as any Bonds remain outstanding, the
Registrar shall keep at its principal corporate trust office
the Bond Register, in which, subject to such reasonable
regulations as it may prescribe, the Registrar shall provide
for the registration and transfer of Bonds in accordance
with the terms of this Ordinance.
Each Bond shall be transferable only upon the presenta-
tion and surrender thereof at the principal corporate trust
office of the Registrar, duly endorsed for transfer, or
accompanied by an assignment duly executed by the registered
Owner or his authorized representative in form satisfactory
to the Registrar. Upon due presentation of any Bond for
transfer, the Registrar shall authenticate and deliver in
exchange therefor, within 72 hours after such presentation,
a new Bond or Bonds, registered in the name of the trans-
feree or transferees, in authorized denominations and of the
same maturity and aggregate principal amount and bearing
interest at the same rate as the Bond or Bonds so presented.
All Bonds shall be exchangeable upon presentation and
surrender thereof at the principal corporate trust office of
the Registrar for a Bond or Bonds of the same maturity and
interest rate and in any authorized denomination, in an
aggregate principal amount equal to the unpaid principal
amount of the Bond or Bonds presented for exchange. The
Registrar shall be and is hereby authorized to authenticate
and deliver exchange Bonds in accordance with the provisions
of this Section 3 (g) . Each Bond delivered in accordance
with this Section 3 (g) shall be entitled to the benefits and
security of this Ordinance to the same extent as the Bond or
Bonds in lieu of which such Bond is delivered.
The City or the Registrar may require the Owner of any
Bond to pay a sum sufficient to cover any tax or other
governmental charge that may be imposed in connection with
the transfer or exchange of such Bond. Any fee or charge of
the Registrar for such transfer or exchange shall be paid by
the City.
The Registrar shall not be required to transfer or
exchange any Bond called for redemption in whole or in part
during the forty-five (45) calendar days prior to the date
fixed for redemption; provided, however, such limitation
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shall not apply to the transfer or exchange by the Owner of
the unredeemed balance of a Bond called for redemption in
part.
(h) All Bonds paid or redeemed in accordance with this
Ordinance , and all Bonds in lieu of which exchange Bonds or
replacement Bonds are authenticated and delivered in accor-
dance herewith, shall be cancelled and destroyed upon the
making of proper records regarding such payment or redemp-
tion. The Registrar shall furnish the City with appropriate
certificates of destruction of such Bonds .
(i) Upon the presentation and surrender to the Regis-
trar of a mutilated Bond, the Registrar shall authenticate
and deliver in exchange therefor a replacement Bond of like
maturity, interest rate and principal amount, bearing a
number not contemporaneously outstanding. If any Bond is
lost, apparently destroyed, or wrongfully taken, the City,
pursuant to the applicable laws of the State of Texas and in
the absence of notice or knowledge that such Bond has been
acquired by a bona fide purchaser, shall execute and the
Registrar shall authenticate and deliver a replacement Bond
of like maturity, interest rate and principal amount,
bearing a number not contemporaneously outstanding.
The City or the Registrar may require that the Owner of
such mutilated, lost, apparently destroyed or wrongfully
taken Bond comply with the provisions set forth in Section
3 (j ) of this Ordinance.
(j) The City or the Registrar may require the Owner of
a mutilated Bond to pay a sum sufficient to cover any tax or
other governmental charge that may be imposed in connection
therewith and any other expenses connected therewith,
including the fees and expenses of the Registrar. The City
or the Registrar may require the Owner of a lost, apparently
destroyed or wrongfully taken Bond, before any replacement
Bond is issued, to:
(1) furnish to the City and the Registrar satis-
factory evidence of the ownership of and the circum-
stances of the loss, destruction or theft of such Bond;
(2) furnish such security or indemnity as may be
required by the Registrar and the City to save them
harmless;
(3) pay all expenses and charges in connection
therewith, including, but not limited to, printing
costs, legal fees , fees of the Registrar and any tax or
other governmental charge that may be imposed; and
(4) meet any other reasonable requirements of the
City and the Registrar.
If, after the delivery of such replacement Bond, a bona fide
purchaser of the original Bond in lieu of which such re-
placement Bond was issued presents for payment such original
Bond, the City and the Registrar shall be entitled to
recover such replacement Bond from the person to whom it was
delivered or any person taking therefrom, except a bona fide
purchaser, and shall be entitled to recover upon the
security or indemnity provided therefor to the extent of any
loss, damage, cost or expense incurred by the City or the
Registrar in connection therewith.
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0,D
If any such mutilated, lost, apparently destroyed or
wrongfully taken Bond has become or is about to become due
and payable, the City in its discretion may, instead of
issuing a replacement Bond, authorize the Registrar to pay
such Bond.
Each replacement Bond delivered in accordance with this
Section 3 (j) shall be entitled to the benefits and security
of this Ordinance to the same extent as the Bond or Bonds,
in lieu of which such replacement Bond is delivered.
4 . (a) The City reserves the right, at its option,
to redeem the Bonds prior to maturity, in whole or from time
to time in part, in such manner as the City may select, on
September 1 , 1995 , or on any date thereafter, at par plus
accrued interest on the Bonds called for redemption to the
date fixed for redemption. If less than all the Bonds are
to be redeemed, the particular Bonds to be redeemed shall be _
selected by the City.
(b) The Bonds maturing on September 1 , 2005 , are
subject to mandatory redemption prior to maturity, at a
price of par plus accrued interest to the date of
redemption, on the dates and in the principal amounts set
forth below. The particular Bonds to be redeemed shall be
selected by lot by the City and, after notice as provided
below, such Bonds shall become due and payable and shall be
redeemed on such date:
Mandatory Redemption Date Amount To Be Redeemed
September 1 , 2002 $5 , 530, 000
September 1 , 2003 6, 030 ,000
September 1 , 2004 6 , 570, 000
(c) Principal amounts may be redeemed only in integral
multiples of $5,000 . If a Bond subject to redemption is in
a denomination larger than $5, 000 , a portion of such Bond
may be redeemed, but only in integral multiples of $5, 000 .
Upon surrender of any Bond for redemption in part, the
Registrar, in accordance with Section 3 (g) hereof, shall
authenticate and deliver in exchange therefor a Bond or
Bonds of like maturity and interest rate in an aggregate
principal amount equal to the unredeemed portion of the Bond
so surrendered.
(d) Notice of any redemption identifying the Bonds to
be redeemed in whole or in part shall be given by the
Registrar at least thirty days prior to the date fixed for
redemption by (i) sending written notice by certified mail
to the Owner of each Bond to be redeemed in whole or in part
at the address shown on the Bond Register and (ii) publica-
tion in a financial journal or publication of general
circulation in the United States of America. Such notices
shall state the redemption date, the redemption price, the
amount of accrued interest payable on the redemption date ,
the place at which Bonds are to be surrendered for payment
and, if less than all Bonds outstanding are to be redeemed,
the numbers of the Bonds or portions thereof to be redeemed.
Any notice given as provided in this Section 4 (c) shall be
conclusively presumed to have been duly given, whether or
not the Owner receives such notice. By the date fixed for
redemption, due provision shall be made with the Registrar
for payment of the redemption price of the Bonds or portions
thereof to be redeemed, plus accrued interest to the date
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fixed for redemption. When Bonds have been called for
redemption in whole or in part and due provision has been
made to redeem same as herein provided, the Bonds or por-
tions thereof so redeemed shall no longer be regarded as
outstanding except for the purpose of receiving payment
solely from the funds so provided for redemption, and the
rights of the Owners to collect interest which would other-
wise accrue after the redemption date on any Bond or portion
thereof called for redemption shall terminate on the date
fixed for redemption.
5 . (a) The Bonds shall be in substantially the
following form, with such additions , deletions and varia-
tions as may be necessary or desirable and permitted by this
Ordinance:
(Face of Bond)
United States of America
State of Texas
NUMBER DENOMINATION
REGISTERED REGISTERED
THE CITY OF BEAUMONT
Refunding Bond
Series 1985
INTEREST RATE: MATURITY DATE: ISSUE DATE: CUSIP:
REGISTERED OWNER:
PRINCIPAL AMOUNT: DOLLARS
The City of Beaumont, Texas (the "City") promises to
pay to the Registered Owner identified above, or registered
assigns, on the date specified above, upon presentation and
surrender of this bond at the principal corporate trust
office of Texas Commerce Bank National Association, Houston,
Texas (the "Registrar") , the principal amount identified
above, payable in any coin or currency of the United States
of America which on the date of payment of such principal is
legal tender for the payment of debts due the United States
of America, and to pay interest thereon at the rate shown
above, calculated on the basis of a 360 day year of twelve '
30 day months, from the later of July 1 , 1985 , or the most
recent interest payment date to which interest has been paid
or duly provided for. Interest on this bond is payable by
check payable on March 1 and September 1 , beginning on
March 1 , 1986 , mailed to the registered owner of record as
of the previous February 15 and August 15 as shown on the
books of registration kept by the Registrar.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF
THIS BOND SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS
SHALL HAVE THE SAME FORCE AND EFFECT AS IF SET FORTH AT THIS
PLACE.
IN WITNESS WHEREOF, this bond has been signed with the
manual or facsimile signature of the Mayor and countersigned
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with the manual or facsimile signature of the City Clerk,
and the official seal of the City has been duly impressed,
or placed in facsimile, on this bond.
(AUTHENTICATION CERTIFICATE) (SEAL) THE CITY OF BEAUMONT
Mayor
City Clerk
(Back Panel of Bond)
THIS BOND is one of a duly authorized issue of Bonds,
aggregating $50, 290 , 000 (the "Bonds") , issued for the
purpose of refunding all of the City' s outstanding Bonds,
Series 1963 , 1964-A, 1971 , 1972 , 1975 , 1978 , 1981 , and
Certificates of Obligation, Series 1976 and 1981, pursuant
to an ordinance adopted by the City Council on July 9 , 1985
(the "Ordinance") .
THE CITY RESERVES THE RIGHT, at its option, to redeem
the Bonds prior to their scheduled maturities, in whole or
from time to time in part, in integral multiples of $5 , 000,
on September 1 , 1995 , or on any date thereafter, at par plus
accrued interest on the principal amounts called for redemp-
tion to the date fixed for redemption. The Bonds maturing
on September 1 , 2005 are also subject to mandatory redemp-
tion prior to maturity by the application of money in the
Interest and Sinking Fund on September 1 in each of the
years 2002 through 2004 in the principal amount required to
be redeemed under the Ordinance on such dates , at a price
equal to the principal amount to be redeemed plus accrued
interest to the redemption date. Reference is made to the
Ordinance for complete details concerning the manner of
redeeming the Bonds.
Notice of any redemption shall be given at least thirty
(30) days prior to the date fixed for redemption by cer-
tified mail, addressed to the registered owners of each Bond
to be redeemed in whole or in part at the address shown on
the books of registration kept by the Registrar and by
publication once in a financial journal or publication of
general circulation in the United States of America. When
Bonds or portions thereof have been called for redemption,
and due provision has been made to redeem the same, the
principal amounts so redeemed shall be payable solely from
the funds provided for redemption, and interest which would
otherwise accrue on the amounts called for redemption shall
terminate on the date fixed for redemption.
This Bond is transferable only upon presentation and
surrender at the principal corporate trust office of the
Registrar, duly endorsed for transfer or accompanied by an
assignment duly executed by the registered owner or his
authorized representative, subject to the terms and condi-
tions of the Ordinance.
The Bonds are exchangeable at the principal corporate
trust office of the Registrar for bonds in the principal
amount of $5 , 000 or any integral multiple thereof, subject
to the terms and conditions of the Ordinance.
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The Registrar is not required to transfer or exchange
any Bond called for redemption during the forty-five days
prior to the date fixed for redemption; provided, however,
that such limitation shall not apply to the transfer or
exchange by the owner of a Bond called for redemption in
part.
This Bond shall not be valid or obligatory for any
purpose or be entitled to any benefit under the Ordinance
unless this Bond either (i) is registered by the Comptroller
of Public Accounts of the State of Texas by registration
certificate endorsed hereon or (ii) is authenticated by the
Registrar by due execution of the authentication certificate
endorsed hereon.
IT IS HEREBY certified, recited and covenanted that
this Bond has been duly and validly issued and delivered;
that all acts, conditions and things required or proper to
be performed, to exist and to be done precedent to or in the
issuance and delivery of this Bond have been performed,
exist and have been done in accordance with law; and that
annual ad valorem taxes sufficient to provide for the
payment of the interest on and principal of this Bond, as
such interest comes due and such principal matures , have
been levied and ordered to be levied against all taxable
property in the City, within the limits prescribed by law,
and have been pledged irrevocably for such payment.
(b) Bonds No. R-1 through R-7 shall be registered by
the Comptroller of Public Accounts of the State of Texas, as
provided by law. The registration certificate of the
Comptroller of Public Accounts shall be printed on Bonds R-1
through R-7 and shall be in substantially the following
form:
COMPTROLLER' S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this bond has been examined,
certified as to validity, and approved by the Attorney
General of the State of Texas, and that this bond has been
registered by the Comptroller of Public Accounts of the
State of Texas .
WITNESS MY SIGNATURE AND SEAL this
xxxxxxxxxx
Comptroller of Public Accounts
(SEAL) of the State of Texas
(c) The following form of authentication certificate
shall be printed on the face of each of the Bonds :
Registration Date:
AUTHENTICATION CERTIFICATE
This bond is one of the bonds
described in and delivered
pursuant to the within-mentioned
Ordinance.
Texas Commerce Bank National Association
By
Authorized Officer
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(d) The following form of assignment shall be printed
on the back of each of the Bonds:
ASSIGNMENT
For value received, the undersigned hereby sells ,
assigns , and transfers unto
the within bond and hereby irrevocably constitutes and
appoints
attorney to transfer said bond on the books kept for regis-
tration thereof, with full power of substitution in the
premises.
DATED:
Signature Guaranteed:
Registered Owner
6 . The approving opinion of Vinson & Elkins, Houston,
Texas, and CUSIP Numbers may be printed on the Bonds, but
errors or omissions in the printing of such opinion or such
numbers shall have no effect on the validity of the Bonds .
7 . The proceeds from all taxes levied, assessed and
collected for and on account of the Bonds authorized by this
Ordinance shall be deposited, as collected, in the Interest
and Sinking Fund. While the Bonds or any part of the
principal thereof or interest thereon remain outstanding and
unpaid, there is hereby levied and there shall be annually
assessed and collected in due time, form and manner, and at
the same time as other City taxes are assessed, levied and
collected, in each year, beginning with the current year, a
continuing direct annual ad valorem tax upon all taxable
property in the City, within the limits prescribed by law,
sufficient to pay the current interest on the Bonds as the
same becomes due and to provide and maintain a sinking fund
of not less than two percent of the principal amount of the
Bonds or the amount required to pay each installment of
principal of the Bonds as the same matures, whichever is
greater, full allowance being made for delinquencies and
costs of collection, and said taxes are hereby irrevocably
pledged to the payment of the interest on and principal of
the Bonds and to no other purpose. In addition, interest
accrued from the date of the Bonds until their delivery,
will be deposited in such fund.
8 . After the Bonds to be initially issued have been
executed, it shall be the duty of the Mayor to deliver the
Bonds to be initially issued and all pertinent records and
proceedings to the Attorney General of Texas, for exam-
ination and approval by the Attorney General. After the
Bonds to be initially issued have been approved by the
Attorney General, they shall be delivered to the Comptroller
of Public Accounts of the State of Texas for registration.
Upon registration of the Bonds to be initially issued, the
Comptroller of Public Accounts (or a deputy lawfully des-
ignated in writing to act for the Comptroller) shall manual-
ly sign the Comptroller ' s Registration Certificate pre-
scribed herein to be printed and endorsed on the Bonds to be
initially issued, and the seal of said Comptroller shall be
impressed, or placed in facsimile, thereon.
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9 . The Bonds are hereby sold and shall be delivered
to the Underwriters for $49 , 358 , 910 , plus accrued interest
to date of delivery.
10 . The City certifies that based upon all facts and
estimates now known or reasonably expected to be in exis-
tence on the date the Bonds initially issued are delivered
and paid for, the City reasonably expects that the proceeds
of the Bonds will not be used in a manner that would cause
the Bonds or any portion of the Bonds to be an "arbitrage
bond" under Section 103 (c) (2) of the Internal Revenue Code
of 1954 , as amended, and the regulations prescribed thereun-
der. Furthermore, all officers, employees and agents of the
City are authorized and directed to provide certifications
of facts and estimates that are material to the reasonable
expectations of the City as of the date the Bonds initially
issued are delivered and paid for. In particular, all or
any officers of the City are authorized to certify for the
City the facts and circumstances and reasonable expectations
of the City on the date the Bonds initially issued are
delivered and paid for regarding the amount and use of the
proceeds of the Bonds . Moreover, the City covenants that it
shall make such use of the proceeds of the Bonds, regulate
investments of proceeds of the Bonds and take such other and
further actions as may be required so that the Bonds shall
not be "arbitrage bonds" under Section 103 (c) (2) of the
Internal Revenue Code of 1954 , as amended, and the regula-
tions prescribed from time to time thereunder.
11 . Proceeds from the sale of the Bonds shall, prompt-
ly upon receipt by the City, be applied as follows :
(a) Accrued interest shall be deposited into the
Interest and Sinking Fund.
(b) The remaining proceeds from the sale of the Bonds,
together with other available funds, shall be applied to
establish an Escrow Fund to refund the Refunded Bonds, as
more fully provided in the Escrow Agreement referred to
below and, to the extent not otherwise provided for, to pay
all expenses arising in connection with the issuance of the
Bonds, the establishment of such Escrow Fund and the
refunding of the Refunded Bonds. Any proceeds of the Bonds
remaining after making all such deposits and payments shall
be deposited into the Interest and Sinking Fund.
12 . Redemption of Certain Refunded Bonds. The City
hereby calls for redemption and authorizes the redemption
of, and payment of the applicable redemption prices for, on
September 1 , 1992, the City' s Street Improvement Bonds,
Series 1981 maturing in the years 1993 and thereafter, as
provided for in the Escrow Agreement and Report described in
the following section. Notice of such redemption is hereby
authorized and directed to be given in the manner required
by the ordinance authorizing the issuance of such Bonds .
13 . Escrow Agreement. The discharge and defeasance of
the Refunded Bonds shall be effectuated pursuant to the
terms and provisions of an Escrow Agreement to be entered
into by and between the City and First City National Bank of
Houston, Houston, Texas, as Escrow Agent, which shall be
substantially in the form attached hereto as Exhibit "B" ,
the terms and provisions of which are hereby approved,
subject to such insertions , additions and modifications as
shall be necessary (a) to carry out the program designed for
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c�e-s-
the City by the Underwriters , which shall be certified as to
mathematical accuracy by Ernst & Whinney, Certified Public
Accountants, whose Report (the "Report") shall be attached
to the Escrow Agreement, (b) to maximize the City' s present
value savings and/or to minimize the City' s costs of
refunding, (c) to comply with all applicable laws and
regulations relating to the refunding of the Refunded Bonds
and (d) to carry out the other intents and purposes of this
Ordinance; and the Mayor is hereby authorized to execute and
deliver such Escrow Agreement on behalf of the City in
multiple counterparts and the City Clerk is hereby
authorized to attest thereto and affix the City_' s seal.
14 . Transfer of Money in Interest and Sinking Fund.
On the date of delivery of the Refunding Bonds, there shall
be transferred from the City' s existing Interest and Sinking
Fund an amount sufficient to purchase the Open Market
Securities for deposit with the Escrow Agent, pursuant to
the Escrow Agreement.
15 . Purchase of United States Treasury Obligations .
In order to assure the purchase of the Escrowed Securities
referred to in the Escrow Agreement, the Mayor is hereby
authorized to subscribe for, agree to purchase and purchase,
obligations of the United States of America, in such amounts
and maturities and bearing interest at such rates as may be
provided for in the Report to be attached to the Escrow
Agreement, and to execute any and all subscriptions, pur-
chase agreements, commitments, letters of authorization and
other documents necessary to effectuate the foregoing, and
any actions heretofore taken by the Mayor for such purpose
are hereby ratified and approved.
16 . Related Matters . In order that the City shall
satisfy in a timely manner all of its obligations under this
Ordinance and the Escrow Agreement, the Mayor and City Clerk
and all other appropriate officers and agents of the City
are hereby authorized and directed to take all other actions
that are reasonably necessary to provide for the refunding
of the Refunded Bonds, including without limitation, exe-
cuting and delivering on behalf of the City all certifi-
cates, consents, receipts, requests, and other documents as
may be reasonably necessary to satisfy the City' s obliga-
tions under the Escrow Agreement and to direct the transfer
and application of funds of the City consistent with the
provisions of such Escrow Agreement.
17 . The form of agreement setting forth the duties of
the Registrar is hereby approved, and an appropriate offi-
cial of the City is hereby authorized to execute such
agreement for and on behalf of the City.
The City reserves the right to replace the Registrar or
its successor at any time. If the Registrar is replaced by
the City, the new Registrar shall accept the previous
Registrar' s records and act in the same capacity as the
previous Registrar. Any Registrar selected by the City
shall be a bank, trust company, financial institution or
other entity duly qualified and legally authorized to act as
and perform the duties of Registrar for the Bonds . The
successor Registrar, if any, shall be determined by the
City.
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D
18 . The Official Statement submitted to the City
Council is hereby approved for use in connection with the
distribution of the Bonds.
19. It is hereby officially found and determined that
the meeting at which this Ordinance was adopted was open to
the public, and public notice of the time, place and purpose
of said meeting was given, all as required by Article
6252-17 , Vernon' s Texas Civil Statutes.
20 . The urgent need for restructuring the debt service
payable by the City creates an emergency requiring that this
ordinance be, and it hereby is, declared an emergency
measure, and same shall be effective immediately upon its
passage on the date it is introduced.
PASSED AND APPROVED this 9th day of July, 1985.
/s/ i 111A E. ' d
Ma
The City of Beaumont
ATTEST:
/s/ Myr1e or gey
City Clerk
The City of Beaumont
(SEAL)
n/ -13-
EXHIBIT "A"
Original
Principal Amount
Issue Date Amount Outstanding
Street Improvement May 15 , 1963 $ 2 ,000, 000 $ 400 , 000
Bonds , Series 1963
Grade Separation March 1 , 1964 6 , 985 ,000 5, 545 , 000
Bonds, Series 1964-A
General Obligation September 1 , 1971 8 , 200 , 000 6 , 180 ,000
Bonds, Series 1971
General Obligation June 1 , 1972 3 , 750 , 000 1 , 660 , 000
Bonds, Series 1972
General Obligation October 1 , 1975 20 , 000 , 000 15 ,400 , 000
Bonds, Series 1975
Park System Certifi- September 15, 1976 245 , 000 125 , 000
cates of Obligation,
Series 1976
Permanent Improvement March 1 , 1978 7 , 740, 000 7, 140 , 000
Bonds, Series 1978
Street Improvement June 1 , 1981 20 , 000 , 000 18 ,400 ,000
Bonds, Series 1981
Public Improvement October 1 , 1981 5 , 000 , 000 2 , 000, 000
Certificates of
Obligation, Series
1981
EXHIBIT "B"
ESCROW AGREEMENT
THIS ESCROW AGREEMENT (the "Escrow Agreement") dated
for convenience July 9 , 1985 , but effective on the Escrow
Funding Date described herein, is made and entered into by
and between The City of Beaumont, Texas, a Home Rule City
organized and existing under the Constitution and laws of
the State of Texas (together with any successor to its
duties and functions, the "City") , and First City National
Bank of Houston, Houston, Texas, as paying agent for the
City' s Public Improvement Combination Tax and Revenue
Certificates of Obligation, Series 1981 , and as Escrow Agent
under this Agreement (the "Escrow Agent") .
WHEREAS, the City has heretofore issued and there
remain outstanding the bonds and certificates of obligation
payable in whole or in part from ad valorem taxes which are
more fully described in Exhibit "A" attached hereto, in the
aggregate principal amount of $56 , 850 , 000 (hereinafter
referred to collectively as the "Refunded Bonds") ; and
WHEREAS , Article 717k, Vernon ' s Texas Civil Statues, as
amended, authorizes and empowers the City to issue, sell and
deliver refunding bonds payable from ad valorem taxes and to
deposit the proceeds of such bonds , together with other
available funds or resources, with any place of payment
(paying agent) for the Refunded Bonds in an amount which is
sufficient to provide for the payment or redemption of the
principal of and interest on the Refunded Bonds; and
WHEREAS, the City Council of the City has adopted an
ordinance authorizing the issuance of the City' s Refunding
Bonds, Series 1985 , in the aggregate principal amount of
$50 , 290, 000 (the "Refunding Bonds") , for the purpose of
providing a portion of the funds necessary to refund the
Refunded Bonds, in order to restructure the City' s debt
service requirements and reduce the City' s debt service
during the years 1985 through 1995; and
WHEREAS, the City has provided for the transfer to the
Escrow Agent pursuant to this Escrow Agreement of certain
money held in the City' s Interest and Sinking Fund created
and maintained pursuant to the ordinances authorizing the
issuance of the Refunded Bonds, and for the application of
such money, along with the proceeds of the Refunding Bonds
and other money lawfully available for such purpose, to
provide for the payment or redemption of the Refunded Bonds;
and
WHEREAS, the City Council of the City has further
determined to effectuate the advance refunding of the
Refunded Bonds pursuant to this Escrow Agreement, under
which provision is made for the safekeeping, investment,
reinvestment, administration and disposition of the proceeds
of the Refunding Bonds and such other money made available
in connection with such advance refunding, so as to provide
firm banking and financial arrangements for the discharge
and final payment or redemption of the Refunded Bonds;
NOW, THEREFORE, in consideration of the mutual under-
takings, promises and agreements herein contained, and other
good and valuable consideration, the receipt and sufficiency
of which are hereby acknowledged, and in order to secure the
full and timely payment of the principal of and the interest
on the Refunded Bonds, the City and the Escrow Agent con-
tract and agree as follows :
ARTICLE I
DEFINITIONS AND INTERPRETATIONS
Section 1 . 01 . Definitions . Unless otherwise expressly
provided or unless the context clearly requires otherwise,
the following terms shall have the respective meanings
specified below for all purposes of this Escrow Agreement:
"Book Entry Securities" shall mean the United States
Treasury Obligations , State and Local Government Series,
initially purchased with the proceeds of the Refunding
Bonds, all as more fully described in of the
Report.
"Code" shall mean the Internal Revenue Code of 1954 , as
amended, and the regulations promulgated thereunder.
"City" shall mean The City of Beaumont, Texas, and any
successor to its duties and functions .
"Escrow Agent" shall mean First City National Bank of
Houston, Houston, Texas , in its capacity as escrow agent
hereunder, and any successor or assign in such capacity.
"Escrow Agreement" shall mean this escrow agreement
as it may be amended or supplemented from time to time.
"Escrow Fund" shall mean the fund created in Section
3 . 01 of this Escrow Agreement to be administered by the
Escrow Agent pursuant to the provisions of this Escrow
Agreement.
"Escrow Funding Date" shall mean the date on which the
City deposits with the Escrow Agent the cash and Escrowed
Securities described in Section 2 . 01 .
"Escrowed Securities" shall mean, collectively, the
Book Entry Securities and the Open Market Securities,
together with all reinvestments of the proceeds thereof as
contemplated and required by the provisions of this Escrow
Agreement and the Report.
"Open Market Securities" shall mean the United States
Treasury obligations to be purchased in the open market with
funds other than proceeds of the Refunding Bonds, as more
fully described in of the Report.
"Paying Agents for the Refunded Bonds" shall mean,
collectively: First City National Bank of Beaumont,
Beaumont, Texas , for the Series 1963 and Series 1964-A
Refunded Bonds; Texas Commerce Bank-Beaumont, N.A. ,
Beaumont, Texas, for the Series 1971 , 1972 , 1978 and 1981
Refunded Bonds and the Series 1976 Park System Certificates
of Obligation; First City National Bank of Houston, Houston,
Texas, for the Series 1981 Public Improvement Combination
Tax and Revenue Certificate's of Obligation; and Texas
Commerce Bank National Association, Houston, Texas, for the
Series 1975 Refunded Bonds .
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"Refunded Bond Ordinances" shall mean the City' s
ordinances authorizing the issuance, sale and delivery of
the Refunded Bonds .
"Refunded Bonds" shall mean, collectively, the bonds
and certificates of obligation described in Exhibit "A" .
"Refunding Bonds" shall mean the City' s Refunding
Bonds, Series 1985, dated July 1 , 1985, in the initial
aggregate principal amount of $50 , 290 ,000 .
"Refunding Bond Ordinance" shall mean the City' s
Ordinance adopted July 9, 1985, authorizing the issuance,
sale and delivery of the Refunding Bonds .
"Report" shall mean the verification report prepared by
Ernst & Whinney relating to the advance refunding of the
Refunded Bonds, a copy of which is attached hereto as
Exhibit "B" .
Section 1 . 02 . Interpretations . The titles and head-
ings of the articles and sections of this Escrow Agreement
have been inserted for convenience of reference only and are
not to be considered a part hereof and shall not in any way
modify -or restrict the terms hereof. This Escrow Agreement
and all of the terms and provisions hereof shall be liberal-
ly construed to effectuate the purposes set forth herein and
to achieve the intended purpose of providing for the refund-
ing of the Refunded Bonds in accordance with applicable law.
ARTICLE II
DEPOSIT OF FUNDS AND ESCROWED SECURITIES
Section 2. 01 . Deposits with Escrow Agent; Acquisition
of Escrowed Securities . On the Escrow Funding Date the City
will deposit, or cause to be deposited, with the Escrow
Agent the following:
(a) Book Entry Securities in the principal amount of
$ , purchased with a portion of the proceeds of
the Refunding Bonds;
(b) Open Market Securities in the amount of $ ,
purchased with funds other than proceeds of the Refunding
Bonds; and
(c) A beginning cash balance of $
ARTICLE III
CREATION AND OPERATION OF ESCROW FUND
Section 3 . 01 . Escrow Fund. On the Escrow Funding Date
the Escrow Agent will create on its books a special fund and
irrevocable escrow to be known as The City of Beaumont
Series 1985 Escrow Fund, into which will be deposited the
cash and Escrowed Securities described in Section 2 . 01 . The
Escrowed Securities, all proceeds therefrom and all cash
balances from time to time on deposit in the Escrow Fund
shall be the property of the Escrow Fund, and shall be
applied only in strict conformity with the terms and condi-
tions hereof. The Escrowed Securities, all proceeds there-
from and all cash balances from time to time on deposit in
the Escrow Fund are hereby irrevocably pledged to the
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payment of the principal of and interest on the Refunded
Bonds, which payment shall be made by timely transfers to
the Paying Agents for the Refunded Bonds of such amounts at
such times as are provided in Section 3 .02 hereof provided,
however, that nothing contained in this Section 3. 01 shall
prohibit the transfer to the City of any income or increment
earned from the reinvestment of the proceeds of Open Market
Securities, as provided in Section 5 . 02 of this Escrow
Agreement. When the final transfers have been made to the
Paying Agents for the Refunded Bonds for the payment of such
principal of and interest on the Refunded Bonds, any balance
then remaining in the Escrow Fund shall be transferred to
the City, and the Escrow Agent shall thereupon be discharged
from any further duties hereunder.
Section 3 . 02 . Payment of Principal of and Interest on
Refunded Bonds . (a) The Escrow Agent is hereby irrevocably
instructed to transfer to the Paying Agents for the Refunded
Bonds from the cash balance from time to time on deposit in
the Escrow Fund the amounts required to pay the principal of
and interest on the Refunded Bonds as the same become due
and payable, all as provided on of the Report.
(b) Money transferred to and held by the Paying Agents
for the Refunded Bonds in accordance with the provisions
hereof shall be held by the Paying Agents for the Refunded
Bonds as a separate trust fund for the account of the
respective holders of the Refunded Bonds in connection with
which such money is held; provided, however, that money so
held remaining unclaimed by the owners of such Refunded
Bonds for ten (10) years after the dates on which payment
thereon was due, payable and available for payment shall be
paid to the City to be used for any lawful purpose. There-
after, neither the City, the Escrow Agent, the Paying Agents
for the Refunded Bonds nor any other person shall be liable
or responsible to any holders of such Refunded Bonds for any
further payment of such unclaimed money or on account of any
such Refunded Bonds .
(c) Except as provided in Article IV hereof, the City
hereby covenants and agrees that it will not exercise any
right that it may have to redeem any of the Refunded Bonds
prior to their scheduled maturities .
Section 3 . 03 . Sufficiency of Escrow Fund. The City
represents (based solely upon the Report) that the suc-
cessive receipts of the principal of and interest on the
Escrowed Securities will assure that the cash balance on
deposit from time to time in the Escrow Fund will be at all
times sufficient to provide money for transfer to the Paying
Agents for the Refunded Bonds at the times and in the
amounts required to pay the interest on the Refunded Bonds
as such interest comes due and to pay the principal of the
Refunded Bonds as the Refunded Bonds mature or are redeemed.
Section 3 . 04 . Escrow Fund. The Escrow Agent at all
times shall hold the Escrow Fund, the Escrowed Securities
and all other assets of the Escrow Fund wholly segregated
from all other funds and securities on deposit with the
Escrow Agent; it shall never allow the Escrowed Securities
or any other assets of the Escrow Fund to be commingled with
any other funds or securities of the Escrow Agent; and it
shall hold and dispose of the assets of the Escrow Fund only
as set forth herein. The Escrowed Securities and other
assets of the Escrow Fund always shall be maintained by the
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Escrow Agent for the benefit of the holders of the Refunded
Bonds; and a special account therefor evidencing such fact
shall be maintained at all times on the books of the Escrow
Agent. The holders of the Refunded Bonds shall be entitled
to the same preferred claim and first lien upon the Escrowed
Securities, the proceeds thereof and all other assets of the
Escrow Fund as are enjoyed by other beneficiaries of similar
accounts . The amounts received by the Escrow Agent under
this Escrow Agreement shall not be considered as a banking
deposit by the City, and the Escrow Agent shall have no
right or title with respect thereto except as escrow agent
under the terms hereof. The amounts received by the Escrow
Agent hereunder shall not be subject to warrants, drafts or
checks drawn by the City.
Section 3 .05 . Security for Cash Balances . Cash bal-
ances from time to time on deposit in the Escrow Fund, to
the extent not insured by the Federal Deposit Insurance
Corporation or its successor, shall be continuously secured
by a pledge of direct obligations of, or obligations uncon-
ditionally guaranteed by, the United States of America, held
by an independent third party, and having a market value at
least equal to such cash balances .
ARTICLE IV
REDEMPTION OF CERTAIN REFUNDED BONDS PRIOR TO MATURITY
Section 4 . 01 . Optional Redemption of Certain Refunded
Bonds . The City has irrevocably exercised its option to
call for redemption on September 1 , 1992 , the City' s Street
Improvement Bonds, Series 1981 , maturing in the years 1993
and thereafter. Such optional redemption shall be carried
out in accordance with the Ordinance authorizing the
issuance of such Bonds . The Escrow Agent is hereby au-
thorized to provide funds therefor as set forth in Section
3 . 02 (a) hereof.
ARTICLE V
LIMITATION ON INVESTMENTS
Section 5 . 01 . General. Except as herein otherwise
expressly provided, the Escrow Agent shall not have any
power or duty to invest any money held hereunder; or to make
substitutions of the Escrowed Securities; or to sell,
transfer or otherwise dispose of the Escrowed Securities.
Section 5 . 02 . Reinvestment of Open Market Securities.
At the written request of the City, the Escrow Agent is
hereby authorized and directed to reinvest the proceeds of
the Open Market Securities, including interest received and
maturing principal, in direct obligations of the United
States of America maturing no later than the date on which
the proceeds are needed for transfer to the Paying Agents
for the Refunded Bonds as contemplated by the Report. Any
income or increment earned from such reinvestment which is
not required according to the schedules contained in the
Report for the payment of the Refunded Bonds (that is any
amount which on any payment date, after making all required
transfers to the Paying Agents for the Refunded Bonds , is in
excess of the amount shown in of the Report as
the ending balance for such date) shall be transferred to
the City.
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Section 5 . 03 . Substitution of Securities . At the
written request of the City, and upon compliance with the
conditions hereinafter stated, the Escrow Agent shall sell,
transfer, otherwise dispose of or request the redemption of
all or any portion of the Escrowed Securities and apply the
proceeds therefrom to purchase Refunded Bonds or direct
obligations of, or obligations the principal of and interest
on which are unconditionally guaranteed by, the United
States of America and which do not permit the redemption
thereof at the option of the obligor. Any such transaction
may be effected by the Escrow Agent only if (1) the Escrow
Agent shall have received a written opinion from a recog-
nized firm of certified public accountants that such trans-
action will not cause the amount of money and securities in
the Escrow Fund to be reduced below an amount which will be
sufficient, when added to the interest to accrue thereon, to
provide for the payment of principal and interest on the
remaining Refunded Bonds as they become due, and (2) the
Escrow Agent shall have received the unqualified written
legal opinion of nationally recognized bond counsel or tax
counsel acceptable to the City and the Escrow Agent to the
effect that such transaction will not cause any of the
Refunding Bonds to be an "arbitrage bond" within the meaning
of Section 103 (c) of the Code.
ARTICLE VI
RECORDS AND REPORTS
Section 6 . 01 . Records . The Escrow Agent shall keep
books of record and account in which complete and correct
entries shall be made of all transactions relating to the
receipts, disbursements , allocations and application of the
money and Escrowed Securities deposited to the Escrow Fund
and all proceeds thereof, and such books shall be available
for inspection at reasonable hours and under reasonable
conditions by the City and the holders of the Refunded
Bonds.
Section 6. 02 . Reports . For the period beginning on
the Escrow Funding Date and ending on October 1 , 1985 , and
for each twelve (12) month period thereafter while this
Agreement remains in effect, the Escrow Agent shall prepare
and send to the City, at the City' s request, within thirty
(30) days following the end of such period a written report
summarizing all transactions relating to the Escrow Fund
during such period, including, without limitation, credits
to the Escrow Fund as a result of interest payments on or
maturities of the Escrowed Securities and transfers from the
Escrow Fund to the Paying Agents for the Refunded Bonds or
otherwise, together with a detailed statement of all
Escrowed Securities and the cash balance on deposit in the
Escrow Fund as of the end of such period.
Section 6 .03 . Notification. The Escrow Agent shall
notify the City immediately if at any time during the term
of this agreement it determines that there is insufficient
cash and Escrowed Securities in the Escrow Fund to provide
for the transfer to the Paying Agents for the Refunded Bonds
for timely payment of all interest on and principal of the
Refunded Bonds .
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R
ARTICLE VII
CONCERNING THE ESCROW AGENT
Section 7. 01 . Representations . The Escrow Agent
hereby represents that it has all necessary power and
authority to enter into this Escrow Agreement and undertake
the obligations and responsibilities imposed upon it herein,
and that it will carry out all of its obligations hereunder.
Section 7 .02 . Limitation on Liability. The Escrow
Agent shall not be liable for any action taken or neglected
to be taken in good faith in the exercise of reasonable care
and believed to be within the discretion or power conferred
by this Escrow Agreement, nor shall it be responsible for
the consequences of any error of judgment; and it shall not
be answerable except for its own neglect or default, nor for
any loss unless the same shall have been through their
negligence or want of good faith.
The liability of the Escrow Agent to transfer funds to
the Paying Agents for the Refunded Bonds for the payments of
the principal of and interest on the Refunded Bonds shall be
limited to the proceeds of the Escrowed Securities and the
cash balances from time to time on deposit in the Escrow
Fund. Notwithstanding any provision contained herein to the
contrary, the Escrow Agent shall have no liability whatso-
ever for the insufficiency of funds from time to time in the
Escrow Fund or any failure of the obligor of the Escrowed
Securities to make timely payment thereon, except for the
obligation to notify the City promptly of any such occur-
rence.
The recitals herein and in the proceedings authorizing
the Refunding Bonds shall be taken as the statements of the
City and shall not be considered as made by, or imposing any
obligation or liability upon, the Escrow Agent. In its
capacity as Escrow Agent, it is agreed that the Escrow Agent
need look only to the terms and provisions of this Escrow
Agreement.
The Escrow Agent makes no representation as to the
value, condition or sufficiency of the Escrow Fund, or any
part thereof, or as to the title of the City thereto, or as
to the security afforded thereby or hereby, and the Escrow
Agent shall incur no liability or responsibility with
respect to any of such matters .
It is the intention of the City and the Escrow agent
that the Escrow Agent shall never be required to use or
advance its own funds or otherwise incur personal financial
liability in the performance of any of its duties or the
exercise of any of its rights and powers hereunder.
Unless it is specifically provided otherwise herein,
the Escrow Agent has no duty to determine or inquire into
the happening or occurrence of any event or contingency or
the performance or failure of performance of the City with
respect to arrangements or contracts with others , with the
Escrow Agent' s sole duty hereunder being to safeguard the
Escrow Fund and to dispose of and deliver the same in
accordance with this Escrow Agreement. If, however, the
Escrow Agent is called upon by the terms of this Escrow
Agreement to determine the occurrence of any event or
contingency, the Escrow Agent shall be obligated, in making
-7-
such determination, only to exercise reasonable care and
diligence, and in event of error in making such determina-
tion the Escrow Agent shall be liable only for its own
misconduct or its negligence. In determining the occurrence
of any such event or contingency the Escrow Agent may
request from the City or any other person such reasonable
additional evidence as the Escrow Agent in its discretion
may deem necessary to determine any fact relating to the
occurrence of such event or contingency, and in this connec-
tion may make inquiries of, and consult with the City, among
others , at any time .
Section 7 . 03 . Compensation. (a) On the Escrow Funding
Date the City will pay the Escrow Agent, as a fee for
performing the services hereunder and for all expenses
incurred or to be incurred by the Escrow Agent in the
administration of this Escrow Agreement, and for its
services in its capacity as a Paying Agent for the Refunded
Bonds, the sum of $ If the Escrow Agent is
requested to perform any extraordinary services hereunder,
the City hereby agrees to pay reasonable fees to the Escrow
Agent for such extraordinary services and to reimburse the
Escrow Agent for all expenses incurred by the Escrow Agent
in performing such extraordinary services . It is expressly
provided that the Escrow Agent shall look only to the City
for the payment of such additional fees and reimbursement of
such additional expenses . The Escrow Agent hereby agrees
that in no event shall it ever assert any claim or lien
against the Escrow Fund for any fees for its services,
whether regular, additional or extraordinary, as Escrow
Agent, or in any other capacity, or for reimbursement for
any of its expenses .
Section 7 . 04 . Successor Escrow Agents . If it any time
the Escrow Agent or its legal successor or successors should
cease to be the Escrow Agent hereunder, a vacancy shall
forthwith exist hereunder in the office of the Escrow Agent.
Any successor Escrow Agent appointed by the City shall
succeed, without further act, to all the rights , immunities,
powers and trusts of the predecessor Escrow Agent hereunder.
Upon the request of any such successor Escrow Agent, the
City shall execute any and all instruments in writing for
more fully and certainly vesting in and confirming to such
successor Escrow Agent all such immunities, rights , powers
and duties . The Escrow Agent shall pay over to its succes-
sor Escrow Agent a proportional part of the Escrow Agent' s
fee hereunder equal to the portion of such fee attributable
to duties to be performed after the date of succession.
ARTICLE VIII
MISCELLANEOUS
Section 8 . 01 . Notices . Any notice, authorization,
request, or demand required or permitted to be given here-
under shall be in writing and shall be deemed to have been
duly given when mailed by registered or certified mail,
postage prepaid addressed as follows :
To the Escrow Agent:
First City National Bank of Houston
Post Office Box 809
Houston, Texas 77001
Attention: Corporate Trust Department
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To the City:
The City of Beaumont, Texas
Post Office Box 3827
Beaumont, Texas 77704
Attention: Mayor
The United States Post Office registered or certified
mail receipt showing delivery of the aforesaid shall be
conclusive evidence of the date and fact of delivery. Any
party hereto may change the address to which notices are to
be delivered by giving to the other parties not less than
ten days prior notice thereof.
- Section 8 . 02 . Termination of Escrow Agent' s obliga-
tions. Upon the taking by the Escrow Agent of all the
actions as described herein, the Escrow Agent shall have no
further obligations or responsibilities hereunder to the
City, the holders of the Refunded Bonds or to any other
person or persons in connection with this Escrow Agreement.
Section 8 . 03 . Binding Agreement. This Escrow Agree-
ment shall be binding upon the City, and the Escrow Agent
and their respective successors and legal representatives,
and shall inure solely to the benefit of the holders of the
Refunded Bonds, the City, the Escrow Agent and their
respective successors and legal representatives .
Section 8 . 04 . Severability. In case any one or more
of the provisions contained in this Escrow Agreement shall
for any reason be held to be invalid, illegal or unenforce-
able in any respect, such invalidity, illegality or unen-
forceability shall not affect any other provisions of this
Escrow Agreement, but this Escrow Agreement shall be con-
strued as if such invalid or illegal or unenforceable
provision had never been contained herein.
Section 8 . 05 . Governing Law. This Escrow Agreement
shall be governed exclusively by the provisions hereof and
by the applicable laws of the State of Texas .
Section 8 . 06 . Time of Essence. Time shall be of the
essence in the performance of obligations from time to time
imposed upon the Escrow Agent by this Escrow Agreement.
Executed as of July 9, 1985 , but effective as set forth
herein.
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f• Y
f a e h
THE CITY OF BEAUMONT, TEXAS
By
Mayor
ATTEST:
City Clerk
(SEAL)
FIRST CITY NATIONAL BANK
OF HOUSTON, as Escrow Agent
and Paying Agent
By
Vice President and
Trust Officer
ATTEST:
Assistant Cashier
(SEAL)
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l��S-6�
' ® A
CERTIFICATE FOR ORDINANCE
THE STATE OF TEXAS
COUNTY OF JEFFERSON §
We, the undersigned officers of the City Council of the City
of Beaumont, Texas , hereby certify as follows :
1 . The City Council of the City of Beaumont, Texas ,
convened in regular meeting on the 9th day of July, 1985 , at the
regular meeting place thereof, within said City, and the roll was
called of the duly constituted officers and members of said City
Council and the City Clerk, to wit:
William E. Neild Mayor
Joseph D. Deshotel Mayor Pro Tem
Wayne Turner Councilman-At-Large
Nell Pruitt Weisbach Councilwoman, Ward 1
Mike Brumley Councilman, Ward 2
Audwin Samuel Councilman, Ward 3
David W. Moore Councilman, Ward 4
Myrtle Corgey City Clerk
and all of said persons were present, except the following ab-
sentees : Deshotel, Turner and Samuel, thus constituting a
quorum. Whereupon, among other business, the following was
transacted at said meeting: a written
ORDINANCE AUTHORIZING THE ISSUANCE OF $50, 290 , 000 THE
CITY OF BEAUMONT REFUNDING BONDS, SERIES 1985; AUTHO-
RIZING THE REDEMPTION PRIOR TO MATURITY OF CERTAIN
OBLIGATIONS ; AUTHORIZING THE PURCHASE OF CERTAIN
SECURITIES AND THE TRANSFER OF CERTAIN FUNDS; AND
AUTHORIZING THE EXECUTION OF AN ESCROW AGREEMENT
was duly introduced for the consideration of said City Council
and read in full. It was then duly moved and seconded that said
ordinance be adopted; and, after due discussion, said motion,
carrying with it the adoption of said ordinance, prevailed and
carried by the following vote:
AYES : Nell Pruitt Weisbach and David W. Moore. The Mayor
abstained.
NOES: Mike Brumley.
2 . That a true, full and correct copy of the aforesaid
ordinance adopted at the meeting described in the above and
foregoing paragraph is attached to and follows this certificate;
that said ordinance has been duly recorded in said City Council ' s
minutes of said meeting; that the above and foregoing paragraph
is a true, full and correct excerpt from said City Council ' s
minutes of said meeting pertaining to the adoption of said
ordinance; that the persons named in the above and foregoing
paragraph are the duly chosen, qualified and acting officers and
members of said City Council as indicated therein; that each of
the officers and members of said City Council was duly and
sufficiently notified officially and personally, in advance, of
the date, hour, place and purpose of the aforesaid meeting, and
that said ordinance would be introduced and considered for
adoption at said meeting, and each of said officers and members
consented, in advance, to the holding of said meeting for such
purpose; that said meeting was open to the public as required by
law; and that public notice of the date, hour, place and subject
of said meeting was given as required by Vernon ' s Article
6252-17 , as amended.
SIGNED AND SEALED this 9th day of ul , 1985 .
j City Clerk Mayor /
(SEAL)