HomeMy WebLinkAboutORD 88-65 0-88-65
AN ORDINANCE by the governing body of the City of Beaumont (the
"Participant") authorizing the execution and delivery of a Supplement to its
Lease Purchase Agreement with Houston-Galveston Equipment Finance
Corporation dated as of August 1, 1986; levying a continuing direct annual ad
valorem tax, within the limitations prescribed by law, for the payment of
lease payments thereunder; and resolving other matters incident and related
thereto.
WHEREAS, the governing body of the Participant (the "Governing Body")
has determined that it is necessary to provide for the use, acquisition and
purchase of certain personal property on behalf of the Participant; and
WHEREAS, in order to facilitate the use, acquisition, and purchase of
personal property, at a cost that is advantageous to the Participant, the
Governing Body has entered into a Lease Purchase Agreement with Houston-
Galveston Equipment Finance Corporation, a corporation organized under the laws
of Texas ("Lessor"), dated as of August 1, 1986 and restated and amended on
October 21, 1986 (the "Lease Purchase Agreement"), to provide for the financing
of such property and has approved the assignment of such Lease Purchase
Agreement to a trustee (the "Trustee") under an Indenture of Trust between the
Lessor and the Trustee dated as of August 1, 1986 (the "Indenture"), for owners
of Certificates of Participation in the Lease Purchase Agreement (the
"Certificates") and the bank providing a standby purchase commitment; and
WHEREAS, Participant wishes to make a draw under the Lease Purchase
Agreement and to do so is required to enter into a Lease Supplement approving
the leas* of the equipment specified therein and the lease payments to be made
thereon ehe "Lease Payments"), all in accordance with the Lease Purchase
Agreement; and
WHEREAS, the Participant wishes to enter into such Lease Supplement;
BE IT RESOLVED BY THE GOVERNING BODY OF THE PARTICIPANT:
SECTION 1: Findings: It is hereby found and determined that:
(z) the Lease, including its form as a lease purchase obligation,- and
the terms and conditions thereof, are hereby reapproved by this Governing Body;
(b) all of the property to be acquired under the Lease Supplement is
personal property, as defined under the Public Property Finance Act, art.
2368a.2, Vernon's Annotated Texas Civil Statutes (the "Act"), and during the
term of the Lease is to remain personal property;
(c) the contractual obligation of the Lease Supplement should be made
payable from revenues, funds, and taxes available to the Participant for its
public purposes, as permitted by Section 4(a) of the Act;
(d) the property which is the subject of the Lease Supplement is
required for the further maintenance of the Participant in the furtherance of its
governmental purposes and but for the financing hereby undertaken would be
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paid for out of revenues and funds legally available for those purposes (other
than annual taxes levied for bonds), including taxes which have been and would
be levied for maintenance purposes;
(e) the Participant has available tax receipts and other revenues, in
excess of amounts needed Jor maintenance purposes in the current year, to make
the Lease Payments and a Z percent sinking fund in the current year.
SECTION 2 Execution And Delivery of Lease Supplement
(a) Each of the duly authorized officers of the Participant listed in
paragraph-,, '(b) hereof are hereby authorized to execute and deliver the Lease
Supplement (the "Supplement") substantially in the form attached hereto as
tr +1= Su
xh it Y. w =or�l�� :to I,qa§e .th, ,equipment specified_ in the Lease Supplement,
all as authorized pursuant to"the Act.
(b) The officers authorized to perform the duties described in
paragraph (a) hereof are:
Name Title
(i) Albert E. Haines City Manager
(ii) Betty Dunkerley Director of Finance
SECTION 3: Levy of Taxes. To provide for the payment of. the Lease
Payments under and as defined in the Lease Supplement, and a sinking fund of 2
percent if only the Interest Component of lease payments is due in any year,
there is hereby levied, out of the maintenance tax heretofore approved by the
qualified electors of the Participant, and there shall be annually assessed and
collected in due time, form, and manner, a tax on all taxable property within the
boundaries of the Participant, within the limitations prescribed by law, and such
tax shall be and is hereby levied on each one hundred dollars' valuation of
taxable property within the boundaries of the Participant at a rate from year to
year as will be ample and sufficient to provide funds each year to pay the Lease
Payments as the same become due during the term of the Lease, full allowance
being made for delinquencies and costs of collection. Separate accounts and tax
records relating to the receipt and disbursement of taxes levied, assessed and
collected for and on account of the Lease shall be kept and maintained by the
Participant at all times during the term of the Lease, and the taxes collected for
the payment of the Lease Payments shall be deposited to the credit of a "Special
1986 Lease Account" maintained on the records of the Participant, and deposited
in a special fund maintained at an official depository of the Participant's funds;
and such tax, as a part of the maintenance tax, hereby levied, and to be
assessed and collected annually, is hereby pledged to the payment of the Lease
Payments.
Proper officers of the Participant are hereby authorized and directed to
cause to be transferred to the Trustee or paying agent for the Certificates
appointed by the Lessor, from funds on deposit in the Special 1986 Lease
Account, amounts sufficient to fully pay and discharge promptly the Lease
Payments as the same become due and payable; such transfers of funds to be
made in such manner as will cause collected funds to be deposited with the
Trustee on or before each Lease Payment Date, as provided in the Lease
Supplement.
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The amount- of taxes to be provided annually for the payment of the
Lease Payments_ with respect to the Base Rent (as defined in the Lease) including
the principal component and interest component thereof ("Debt Service
Requirements") shall be determined and accomplished in the following manner:
(a) Prior to the date this Governing Body establishes the annual tax
rate and passes "an ordinance levying ad valorem taxes each year, the Governing
Body shall_determine:
(1) The amount on deposit under the Trust Indenture to pay
principal:..and ,interest,,components of the Certificates after (a) deducting
therefrom`the-.4otal amount of Debt Service Requirements to become due
as Base., Rent` prior to the.,;dO>re.;_annual_ ad valorem taxes levied by the
Participant-`become del nquent ffie` "Collection Date") and (b) adding
thereto the amount of the other revenue and funds appropriated and
allocated to pay such Debt Service Requirements prior to the Collection
Date for the ad valorem taxes to be levied.
(2) The amount of other revenue and funds appropriated and to
be set aside for the payment of the Debt Service Requirements between
the Collection Date for the taxes then to be levied and the Collection
Date for the Taxes to be levied during the next succeeding calendar
year.
(3) The amount of Debt Service Requirements to become due and
payable between the -Collection Date for the taxes then to be levied and
the Collection Date for the taxes to be levied during the next
succeeding calendar year. -
(b) The amount of taxes to be levied annually each year to pay the
Debt Service Requirements shall be the amount established in paragraph (3)
above less the sum total of the amounts established in paragraphs (1) and (2),
after taking into consideration delinquencies and costs of collecting such annual
taxes. With respect to the amount due as Additional Rent (as defined in the
Lease), the amount budgeted for such purposes shall be the amount anticipated
to become due during the Fiscal Year following, plus any amount of Lease
Payments remaining unpaid from the previous year.
The Participant covenants tiiat, . in accordance with the provisions of the
Property Tax Code, Section 26.34(g), any amounts budgeted out of- the
maintenance tax to pay the Lease Payments which are due more than one year
from the date of the Lease will be set aside in the tax levy for the payment of
such Lease Payments separate and apart from taxes levied for current
maintenance and operating expenses.
-SECTION 4: Pledge. The Participant hereby covenants and agrees that
all the funds and revenues which are legally available for the purpose, with the
exception of those in excess of the amounts required to be deposited to the
Special 1986 Lease Account, are hereby irrevocably pledged to the payment of
the Lease Payments, and the pledge of such funds and revenues herein made for
the payment of the Lease Payments shall constitute a lien on such funds and
revenues in accordance with the terms and provisions hereof and be valid and
binding without any physical delivery thereof or further act by the Participant.
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SECTION 5: Capitalized Terms. Capitalized terms not otherwise defined
have the meanings ascribed to them in the Lease and Lease Supplement.
SECTION 6: Lease Payment Terms. The Lease Supplement is hereby
approved, and the Participant acknowledges (a) the method for determining the
Interest Component of the Base Rent is approved, (b) an average interest rate
not to .exceed [7.635%], used to derive the Interest Component of the Base Rate
is- -approved, and-- (c) the Principal Component of the Base Rent (which may
include an Allocable Share of Costs of Issuance) is approved. Either the Mayor,
Mayor Pro Tem, or City Secretary is hereby authorized to approve and establish
the interest, rate oa;`behatf� of,�this ,;City,_.Council at such time as such rate is
available, but, in no -event. shall-. such rate exceed that specified in the preceding
paragraph Evidence of such approval,and -_establishing of the rate by such
officer of- the City Council shall be given by the signing of the "Payment
Schedule" attached to the Lease Supplement, as the "Authorized Officer".
SECTION 7: Equipment. The Participant hereby determines:
(a) the Participant needs the Equipment to be Ieased under the Lease
Supplement;
(b) If applicable, all public notices required to be given by the
Participant with respect to lease and purchase of the Equipment have been given;
(c) the Equipment is available at a reasonable cost and, if applicable,
acceptable bids for the sale and purchase of the Equipment have been received;
and
(d) the Governing Body approves the leasing and purchase of the
Equipment and the execution and delivery of documents required in connection
with the lease and purchase thereof.
SECTION 8: Delivery of Supplement. The duly authorized officers of
the Participant are hereby authorized to execute and deliver the Lease
Supplement and other instruments and certificates as may be reasonably required
in connection with the leasing of the Equipment and to consent to such changes
in the terms of the Lease Supplement as may be reasonably necessary in
connection with such delivery; execution and delivery of the Lease Supplement
with any such changes by officers of 'the Participant shall constitute evidence of
the approval by the Governing Body thereof.- _
SECTION 9: Open Meetine. It is hereby found and determined that
advance notice of the time, place and purpose of the meeting was given to each
member of the Governing Body; and that said meeting, and deliberation of the
aforesaid public business, was open to the public, and written notice of said
meeting, including the subject of the entitled order, was posted and given in
advance thereof in compliance with the provisions of Article 6252-17, Section 3A,
V.A.T.C.S.
SECTION 10: Effective Date. This Resolution shall be in force and
effect from and after its passage on the date shown below.
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PASSED AND ADOPTED, this July 19, 1988.
PARTICIPANT:
The City of Beaumont
By:
Elected Official
ATTE
cted Official
fici
al
(Seal)
To Be Attached: Exhibit "A" -Lease Supplement
p803dO36.exdbea 5