HomeMy WebLinkAboutO-938ORDINANCE NO. 938
AN ORDINANCE TO PROVIDE FOR THE
ISSUANCE OF $3,600,000 PRINCIPAL AMOUNT
OF GENERAL OBLIGATION PUBLIC IMPROVEMENT
BONDS, DATED JUNE 1, 1993, OF THE
CITY OF FAIRHOPE, ALABAMA
BE IT ORDAINED by the Mayor and City Council of the City of Fairhope in the
State of Alabama as follows:
Section 1. Definitions and Use of Phrases.
(a) Definitions. The following words and phrases and others evidently
intended as the equivalent thereof shall, in the absence of clear implication herein otherwise, be
given the following respective interpretations as used herein:
"Authorized Denominations" means the sum of $5,000 or any integral multiple
thereof.
"Bank" means First Alabama Bank, Mobile, Alabama, in its capacity as registrar,
transfer agent and paying agent with respect to the Bonds.
"Bond Fund" means the special fund of the City created in Section 6 hereof.
"Bonds," without other qualifying words, means the General Obligation Public
Improvement Bonds herein authorized.
"Callable Bonds" means those of the Bonds having stated maturities on June 1,
1999, and thereafter.
"City" means the municipal corporation of Fairhope in the State of Alabama and
includes its successors and assigns and any municipal corporation resulting from or surviving
any consolidation or merger to which it or its successors may be a party.
"City Clerk" means the city clerk of the City.
"Code" means the Internal Revenue Code of 1986, as amended.
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"Council" means the governing body of the City as from time to time constituted.
"Eligible Certificate" means an interest -bearing certificate of deposit issued by the
Bank or any bank, savings and loan association or trust company organized under the laws of
the United States of America or any state thereof that is (to the extent not insured by the Federal
Deposit Insurance Corporation or the Federal Savings and Loan Insurance Corporation)
collaterally secured by a pledge of United States Securities (a) having at any date of calculation
a market value (taking account of any accrued interest thereon) not less than the principal of and
the accrued interest on the certificates of deposit secured thereby, (b) deposited and pledged with
any Federal Reserve Bank or with any bank or trust company organized under the laws of the
United States or any state thereof, and having combined capital and surplus and undivided profits
of not less than $15,000,000, and (c) for which a receipt signed by the bank or trust company
having custody of such collateral securities and containing a sufficient description thereof has
been furnished to the Bank.
"Eligible Investments" means (a) United States Securities, (b) Eligible Certificates,
and (c) bank deposits fully insured by the Federal Deposit Insurance Corporation.
"Holder" means the person in whose name a Bond is registered on the registry
books of the Bank pertaining to the Bonds.
"Interest Payment Date" means each June 1 and December 1 commencing
December 1, 1993.
"Mayor" means the mayor of the City.
"Overdue Interest" means interest due but not paid on the Interest Payment Date
on which such interest is required to be paid.
"Overdue Interest Payment Date" means the date fixed by the Bank, pursuant to
the provisions of Section 13 hereof, for the payment of Overdue Interest.
"Redemption Date" means the date fixed for redemption of any of the Callable
Bonds in a Resolution adopted pursuant to the provisions of Section 4 hereof.
"Redemption Price" means the price at which the Callable Bonds may be
redeemed.
"Resolution" and "Ordinance" mean, respectively, a resolution or ordinance
adopted by the Council.
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"United States Securities" means any securities that are direct obligations of the
United States of America and any securities with respect to which payment of the principal
thereof and the interest thereon is unconditionally guaranteed by the said United States and
includes any money market funds composed solely of such obligations and securities.
(b) Use of Words and Phrases. The following words and phrases, where used
in this Ordinance, shall be given the following and respective interpretations:
"Herein, " "hereby, " "hereunder, " "hereof, " and other equivalent words refer to
this Ordinance as an entirety and not solely to the particular portion hereof in which any such
word is used.
The definitions set forth in Section 1(a) hereof shall be deemed applicable whether
the words defined are herein used in the singular or the plural.
Wherever used herein any pronoun or pronouns shall be deemed to include both
singular and plural and to cover all genders.
Section 2. Findings. The Council has ascertained and determined and hereby
finds and declares that the following facts are true and correct:
(a) At a duly convened meeting of the Council held on March 3, 1993,
the Council adopted Improvement Ordinance No. 926 of the City entitled "AN
ORDINANCE TO PROVIDE CERTAIN STREET AND SANITARY SEWER
IMPROVEMENTS IN ROCK CREEK, A PLANNED UNIT DEVELOPMENT,
WOODLANDS AT FAIRHOPE, & GREENBRIAR SUBDIVISION; ESTELLA
DRIVE AND COLONIAL ACRES SUBDIVISION MEC PROJECT NO. 1475-
001"; the said Ordinance No. 926 set a public hearing on March 29, 1993, at
5:00 o'clock, p.m., at the City Hall to hear any objections, remonstrances or
protests against said improvements, the manner of making the same or the
character of the materials to be used; said Ordinance No. 926 was published once
a week for two consecutive weeks in the Eastern Shore Courier, a newspaper
having general circulation in the City, the first publication not less than two
weeks before the date set for the said hearing; a copy of said Ordinance No. 926
was sent by registered mail to the persons last assessing for City taxation the
property which may be assessed for said improvements not less than ten days
prior to the date set for the said hearing; the improvements provided for in the
said Ordinance No. 926 are herein called "the Improvements";
(b) Full details, drawings, plans, specifications, surveys and cost
estimates of the improvements provided for in the said Ordinance No. 926, all of
which had been prepared by Moore Engineering Company, consulting engineers
for the City, were on file in the office of said Moore Engineering Company, 555
North Section Street, in the City, on March 3, 1993, and remained continuously
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on file in the said office, where they were available for examination by property
owners and other interested persons, until and including March 29, 1993;
(c) The Improvements, which consist of street improvements (including
street paving, curbs and gutters, driveway turnouts, and storm water sewers for
street drainage) and sanitary sewer lines, laterals and pump stations have a total
estimated cost in excess of $3,500,000 (which sum includes $458,000 for
engineering costs and contingencies and $94,000 for survey costs);
(d) On March 22, 1993, the Council adopted Ordinance No. 928 of the
City entitled "AN ORDINANCE FIXING AND ESTABLISHING THE GRADE
OF A CERTAIN PORTION OF GREENBRIER LANE, WOODLANDS DRIVE,
WEDGEWOOD CIRCLE, WOODCOVE DRIVE, PINETOP CIRCLE WEST,
PINETOP CIRCLE EAST, ROCK CREEK PARKWAY, CLUBHOUSE DRIVE,
CLUBHOUSE CIRCLE, CROFTON COURT, CHESTNUT RIDGE, CEDAR
POINTE, NORTH CREEK CIRCLE, MOCKINGBIRD LANE, SWEETWATER
LANE, BEAVER DAM ROAD, AND ESTELLA DRIVE, AND THE GRADE
OF THE CURBS ON BOTH SIDES OF SUCH PORTION OF SAID
STREETS," which established the grades of all streets, avenues and other public
ways and portions thereof in or along which any portion of the Improvements are
to be constructed in accordance with the provisions of the said Ordinance No.
926; and the said Ordinance No. 928 was published in said Eastern Shore
Courier, in the issue thereof published on March 27, 1993;
(e) On March 29, 1993, the Council adopted Ordinance No. 930 of the
City entitled "AN ORDINANCE MODIFYING, AMENDING AND
CONFIRMING, AS SO MODIFIED AND AMENDED, INITIAL
IMPROVEMENT ORDINANCE NO. 926, ADOPTED 11 MARCH 1993,"
which Ordinance No. 930 amended Ordinance No. 926 to eliminate that portion
of the Improvements that pertained to Colonial Acres Subdivision; on April 26,
1993, the Council adopted Ordinance No. 935 of the City entitled "AN
ORDINANCE AMENDING ORDINANCE NO. 926 TO CORRECT
TYPOGRAPHICAL ERRORS AND THEREBY RENDER THE
REQUIREMENTS OF SAID ORDINANCE COMPATIBLE WITH THE
DESIGN CRITERIA SET OUT IN THE ENGINEERING PLANS AND
SPECIFICATIONS FOR ROCK CREEK, A PLANNED UNIT
DEVELOPMENT" to provide further for the Improvements;
(f) Pursuant to publication of a notice to contractors advertising for
sealed bids for construction of the Improvements, which was published as
required by law in said Eastern Shore Courier, on April 3, April 10 and April 17,
1993, the City did on April 26, 1993, receive from contractors sealed bids for
construction of the Improvements, and on the said date the Council adopted a
resolution of the City wherein the City awarded to Hosea Weaver Company,
Mobile, Alabama, for Section A., a contract in the amount of $1,727,206.13,
Hosea Weaver & Company, Mobile, Alabama, for Section B. , a contract in the
amount of $512,647.70, and Brunson Nichols Construction, Andalusia, Alabama,
for Section C., a contract in the amount of $698,658.24; plus $4,140 for Act. #1;
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(g) All the Improvements are provided to be constructed within the
corporate limits of the City;
(h) The Council has determined that it is necessary, desirable and
advantageous to the City and its inhabitants that the City sell and issue the bonds
hereinafter authorized for the purpose of paying costs incurred and to be incurred
by the City in constructing the Improvements; and
(i) The construction of the Improvements has begun but has not been
completed and the assessments referred to in said Ordinance No. 926 have not yet
been made against the properties specially benefitted by the Improvements.
Section 3. Authorization of the Bonds. (a) Principal Maturities and Interest
Rates. Pursuant to the applicable provisions of the constitution and laws of Alabama, including
particularly Sections 11-81-110 through 11-81-123 of the Code of Alabama of 1975, and for the
purposes hereinabove stated, there are hereby authorized to be issued by the City $3,600,000
aggregate principal amount of General Obligation Public Improvement Bonds of the City. The
Bonds shall be issued as fully registered bonds without coupons, shall be dated June 1, 1993,
shall mature and become payable on June 1 in the years and in the amounts and shall bear
interest at the per annum rates of interest as follows:
Year of
Amount
Interest
Maturity
Maturing
Rate
1994
$360,000
2.90%
1995
360,000
3.35
1996
360,000
3.75
1997
360,000
4.00
1998
360,000
4.20
1999
360,000
4.30
2000
360,000
4.50
2001
360,000
4.60
2002
360,000
4.75
2003
360,000
4.85
The Bonds shall be initially issued in the Authorized Denominations and registered in the names
of the Holders as shall, pursuant to the provisions of Section 19 hereof, be designated by the
purchaser.
(b) Payment of Principal. The principal of the Bonds shall be payable at the
principal corporate trust office of the Bank in the City of Mobile, Alabama, upon presentation
and surrender of the Bonds as the same become due and payable.
(c) Computation of Interest and Method of Payment. The Bonds shall bear
interest from their date until their respective maturities at the per annum rates of interest set
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forth above (computed on the basis of a 360-day year of twelve consecutive 30-day months).
Such interest shall be payable semiannually on each June 1 and December 1, commencing
December 1, 1993, until and at the maturity of the Bonds. Interest on the Bonds shall be
payable in lawful money of the United States of America by check or draft mailed by the Bank
to the lawful Holders of the Bonds at the address shown on the registry books of the Bank
pertaining to the Bonds. The Bonds shall bear interest after their respective maturities until paid
at the rate of 8 % per annum.
Section 4. Redemption Provisions. Those of the Bonds having stated maturities
in 1999 and thereafter shall be subject to redemption and prepayment prior to their respective
maturities, at the option of the City, as a whole or in part, and if in part, in inverse order of
their maturities, on June 1, 1998, and on any Interest Payment Date thereafter, at and for the
following respective Redemption Prices (expressed as percentages of the principal amount
redeemed) plus accrued interest thereon to the Redemption Date:
If the Redemption Date Is In Redemption Price
1998 102 %
1999 101
2000 or thereafter 100
Any such redemption or prepayment of the Bonds shall be effected in the
following manner:
(i) Call. The City shall by Resolution call for redemption and
prepayment on a stated Interest Payment Date when they are by their terms
subject to redemption Bonds (or principal portions thereof) and shall recite in said
Resolution (A) that the City is not in default in the payment of the principal of
or interest on any of the Bonds or (B) that all of the Bonds then outstanding are
to be retired on the Redemption Date.
(ii) Notice. Not more than sixty (60) nor less than thirty (30) days
prior to the Redemption Date, the City shall give, or cause to be given, written
notice of such redemption and prepayment by United States Registered Mail or
United States Certified Mail to the Holders of each of the Bonds the principal of
which is, in whole or in part, to be redeemed and prepaid, stating the following:
that the Bonds (or principal portions thereof) have been called for redemption and
will become due and payable at the Redemption Price, on a specified Redemption
Date and that all interest thereon will cease after the Redemption Date. The
Holders of any of the Bonds may waive the requirements of this subsection with
respect to the Bonds held by them without affecting the validity of the call for
redemption of any other Bonds.
(iii) Payment of Redemption Price. The City shall make available at
the Bank, on or prior to the Redemption Date, the total Redemption Price of the
Bonds (or portions thereof) that are to be prepaid and redeemed on the Redemp-
tion Date.
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Upon compliance with the foregoing requirements on its part contained in this subsection, and
if the City is not on the Redemption Date in default in the payment of the principal of or interest
on any of the Bonds, the Bonds (or principal portions thereof) called for redemption shall
become due and payable at the Redemption Price on the Redemption Date specified in such
notice, anything herein or in the Bonds to the contrary notwithstanding, and the Holders thereof
shall then and there surrender them for redemption; provided, however, that in the event that
less than all of the outstanding principal of any Bond is to be redeemed, the registered Holder
thereof shall surrender the Bond that is to be prepaid in part to the Bank in exchange, without
expense to the Holder, for a new Bond of like tenor except in a principal amount equal to the
unredeemed portion of the Bond. All future interest on the Bonds (or principal portions thereof)
so called for redemption shall cease to accrue after the Redemption Date. Out of the moneys
so deposited with it, the Bank shall make provision for payment of the Bonds (or principal
portions thereof) so called for redemption at the Redemption Price and on the Redemption Date.
Section 5. General Obli ag tom. The indebtedness evidenced and ordered paid by
the Bonds is and shall be a general obligation of the City for payment of the principal of and the
interest on which the full faith and credit of the City are hereby irrevocably pledged.
Section 6. Bond Fund. (a) Payments Therein and Use and Continuance Thereof.
There is hereby created a special fund to be designated the "City of Fairhope 1993 Public
Improvement Bond Fund, " for the purpose of providing for the payment of the principal of and
interest on the Bonds, at the respective maturities of said principal and interest, which special
fund shall be maintained until the principal of and interest on the Bonds have been paid in full.
Payments into the Bond Fund shall be made as follows:
(i) there shall be paid into the Bond Fund, simultaneously with the
issuance of the Bonds and out of the proceeds derived from the sale thereof, that
portion of said proceeds which may be referable to the accrued interest and any
premium received by the City on any such sale;
(ii) on or before the 25th day of July, 1993, or before the 25th day of
each month thereafter until and including the 25th day of November, 1993, the
City will pay into the Bond Fund an amount equal to the sum of (A) one -fifth
(115) of the interest that will mature on the Bonds on December 1, 1993, and (B)
one -tenth (1/10) of the principal that will mature on the Bonds on June 1, 1994;
provided, that there shall be credited one time on the amount required by this
paragraph (ii) to be paid into the Bond Fund an amount equal to the amount paid
therein pursuant to the provisions of paragraph (i) hereof; and
(iii) on or before the 25th day of November, 1993, and on or before the
25th day of each month thereafter until the principal of and interest on the Bonds
shall have been paid in full, the City will pay into the Bond Fund an amount
equal to the sum of (A) one -sixth (1/6) of the interest that will mature on the
Bonds on the then next succeeding Interest Payment Date and (B) one -twelfth
(1 / 12) of the principal, if any, that will mature on the Bonds on the then next
succeeding Interest Payment Date. The City will make the payments provided for
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in paragraph (ii) and in this paragraph (iii) out of all general revenues of the City
available therefor.
All moneys paid into the Bond Fund shall be used only for payment of the principal of and
interest on the Bonds, upon or after the respective maturities of such principal and interest;
provided, that, if at the final maturity of the Bonds, howsoever the same may mature, there shall
be in the Bond Fund moneys in excess of the amount required to retire the Bonds, then any such
excess shall thereupon be returned to the City. When the amount of money on deposit in the
Bond Fund equals or exceeds the aggregate of the principal and interest to their respective
maturities on the Bonds at the time outstanding, no further payments need be made into the Bond
Fund except to make good the moneys paid therein which may become lost or which may not
be immediately available for withdrawal under the provisions of this section.
(b) Depository for Bond Fund. The City hereby designates the Bank as the
depository for the Bond Fund with respect to payment of principal of and interest on the Bonds.
In the event that the Bank should at any time decline to act as such depository, or should resign
as such depository, or should cease to be a member of the Federal Deposit Insurance
Corporation (or any agency which may succeed to its duties), or should cease to be duly
qualified and doing business within the State of Alabama, then the Council shall by Resolution
designate a successor to such depository; provided, that, any such successor depository shall be
and remain a member of the Federal Deposit Insurance Corporation (or of any agency which
may succeed to its duties) and shall be and remain duly qualified and doing business in the State
of Alabama.
(c) Trust Nature of and Security for the Bond Fund. The Bond Fund shall be
and at all times remain public funds impressed with a trust for the purpose for which the Bond
Fund is herein created. Each depository for the Bond Fund shall at all times keep the moneys
on deposit with it in the Bond Fund continuously secured for the benefit of the City and the
holders of the Bonds either
(i) by holding on deposit as collateral security, United States Securities
or other marketable securities eligible as security for the deposit of trust funds
under regulations of the Board of Governors of the Federal Reserve System,
having a market value (exclusive of accrued interest) not less than the amount of
moneys on deposit in the Bond Fund, or
(ii) if the furnishing of security in the manner provided in the
foregoing clause (i) of this sentence is not permitted by the then applicable law
and regulations, then in such other manner as may be required or permitted by
the applicable state and federal laws and regulations respecting the security for,
or granting a preference in the case of, the deposit of public funds;
provided, however, that it shall not be necessary for such depository so to secure any portion
of the moneys on deposit in the Bond Fund that may be insured by the Federal Deposit
Insurance Corporation (or by any agency of the United States of America that may succeed to
its functions) or any portion of the said moneys that may be invested pursuant to the provisions
of subparagraph (d) of this section.
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(d) Investment of Moneys in the Bond Fund. So long as the City shall not be
in default hereunder it may, at any time and from time to time as it in its sole discretion shall
deem advisable, cause to be invested in Eligible Investments any or all of the moneys in the
Bond Fund; provided, that, each such investment shall mature not later than the Interest Payment
Date next following the date such investment is made. In the event of any such investment, the
securities in which the investment is made shall become a part of the Bond Fund and shall be
held by the depository for the moneys so invested to the same extent as if they were moneys on
deposit in the Bond Fund. The City may likewise at any time and from time to time cause any
securities in which any such investment shall be made to be sold or otherwise converted into
cash, whereupon the net proceeds derived from any such sale or conversion, after payment of
all necessary expenses incident to such sale or conversion, shall become a part of the Bond
Fund. Each depository for the Bond Fund shall be fully protected in making investments, sales,
and conversions of any such securities upon direction given to it in a Resolution adopted by the
Council.
form:
Section 7. Form of Bonds. The Bonds shall be in substantially the following
UNITED STATES OF AMERICA
STATE OF ALABAMA
CITY OF FAIRHOPE
GENERAL OBLIGATION PUBLIC IMPROVEMENT BOND
Interest Rate Maturity Date CUSIP Number
Subject to prior payment and other provisions as herein provided
The City of Fairhope, a municipal corporation under the laws of Alabama ("the
City"), promises to pay to
or registered assigns, the principal sum of
DOLLARS on the date specified above with interest thereon from the date hereof until the
maturity hereof at the per annum rate of interest specified above (computed on the basis of a
360-day year of twelve consecutive 30-day months), payable on December 1, 1993, and
semiannually thereafter on each June 1 and December 1 until the due date hereof. The principal
of and premium (if any) on this Bond shall be payable only upon presentation and surrender of
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this Bond at the principal corporate trust office of First Alabama Bank ("the Bank") in the City
of Mobile, Alabama.
Interest on this Bond shall be remitted by the Bank to the then registered holder
hereof at the address shown on the registry books of the Bank pertaining to the Bonds. The
ordinance hereinafter referred to provides that all payments by the City or the Bank to the person
in whose name a Bond is registered shall to the extent thereof fully discharge and satisfy all
liability for the same. Any transferee of this Bond takes it subject to all payments of principal
and interest in fact made with respect hereto.
This Bond is one of a duly authorized issue of Bonds designated General
Obligation Public Improvement Bonds and aggregating $3,600,000 in principal amount ("the
Bonds"). This Bond is issued pursuant to the applicable provisions of the constitution and laws
of Alabama, including particularly Sections 11-81-110 through 11-81-123, as amended, of the
Code of Alabama of 1975 and an ordinance ("the Ordinance") of the City duly adopted by the
governing body of the City.
Those of the Bonds having stated maturities in 1999 and thereafter are subject to
redemption and prepayment prior to their respective maturities, at the option of the City, as a
whole or in part, in inverse order of their maturities, on June 1, 1998, and on any interest
payment date thereafter, at and for the following respective redemption prices (expressed as
percentages of the principal amount redeemed) with respect to each Bond (or portion thereof)
redeemed plus accrued interest thereon to the date fixed for redemption:
If the Redemption Date Is In Redemption Price
1998 102 %
1999 101
2000 or thereafter 100
In the event that less than all the principal of the Bonds of a single maturity is to be prepaid and
redeemed, the Bank shall, by process of random selection, determine the principal portion of the
Bonds of such maturity to be redeemed and prepaid.
The Ordinance requires that written notice of the call for redemption of this Bond
(or portion of the principal thereof) be forwarded by United States Registered or Certified Mail
to the registered owner of such Bond, not less than thirty (30) nor more than sixty (60) days
prior to the date fixed for redemption. In the event that less than all the outstanding principal
of this Bond is to be redeemed, the registered Holder hereof shall surrender this Bond to the
Bank in exchange for a new Bond of like tenor herewith except in a principal amount equal to
the unredeemed portion of this Bond. Upon the giving of notice of redemption in accordance
with the provisions of the Ordinance, the Bonds (or principal portions thereof) so called for
redemption and prepayment shall become due and payable on the date specified in such notice,
anything herein or in the Ordinance to the contrary notwithstanding, and the Holders thereof
shall then and there surrender them for prepayment, and all future interest on the Bonds (or
principal portions thereof) so called for prepayment shall cease to accrue after the date specified
in such notice, whether or not the Bonds are so presented.
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By the execution of this Bond, the City acknowledges that it is indebted to the
payee hereof in the principal amount hereof in accordance with the terms thereof. The
indebtedness evidenced and ordered paid by this Bond is a general obligation of the City for the
payment of the principal of and interest on which the full faith and credit of the City have been
irrevocably pledged.
It is hereby certified and recited that the indebtedness evidenced and ordered paid
by this Bond is lawfully due without condition, abatement or offset of any description; that this
Bond has been registered in the manner provided by law; that all conditions, actions and things
required by the constitution and laws of the State of Alabama to exist, be performed or happen
precedent to and in the issuance of this Bond do exist, have been performed and have happened;
and that the indebtedness evidenced and ordered paid by this Bond, together with all other
indebtedness of the City, was at the time the same was created and is now within every debt and
other limit prescribed by the constitution and laws of the State of Alabama.
The Bonds are issuable only as fully registered Bonds in the denomination of
$5,000 or any integral multiple thereof. Provision is made in the Ordinance for the exchange
of Bonds for a like aggregate principal amount of Bonds of the same maturity and in authorized
denomination, all upon the terms and subject to the conditions set forth in the Ordinance.
This Bond is transferable by the registered holder hereof, in person or by
authorized attorney, only on the books of the Bank (the registrar and transfer agent of the City)
and only upon surrender of this Bond to the Bank for cancellation, and upon any such transfer
a new Bond of like tenor hereof will be issued to the transferee in exchange therefor, all as more
particularly described in the Ordinance. Each holder, by receiving or accepting this Bond, shall
consent and agree and shall be estopped to deny that, insofar as the City and the Bank are
concerned, this Bond may be transferred only in accordance with the provisions of the
Ordinance.
The Bank shall not be required to transfer or exchange this Bond during the period
of fifteen (15) days next preceding any June 1 or December 1; and, in the event that this Bond
(or any principal portion hereof) is duly called for redemption and prepayment, the Bank shall
not be required to register or transfer this Bond during the period of thirty (30) days next
preceding the date fixed for such redemption and prepayment.
Execution by the Bank of its registration certificate hereon is essential to the
validity hereof.
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IN WITNESS WHEREOF, the City has caused this Bond to be executed with the
facsimile signature of its Mayor, has caused a facsimile of its corporate seal to be hereunto
imprinted, has caused this Bond to be attested by the facsimile signature of its City Clerk, and
has caused this Bond to be dated June 1, 1993.
Attest:
Its City Clerk
CITY OF FAIRHOPE
Its Mayor
The City may, in its discretion, cause a portion of the foregoing text to be printed
on the reverse of the Bond, in which event the face of the Bond shall state the following:
REFERENCE IS MADE TO THE FURTHER PROVISIONS OF
THIS BOND SET FORTH ON THE REVERSE HEREOF.
Registration Certificate
Date of Registration:
This Bond was registered in the name of the above -registered owner on the date
hereinabove set forth.
FIRST ALABAMA BANK
Mobile, Alabama
Its Authorized Officer
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Assignment
For value received hereby sell(s), assign(s)
and transfer(s) unto
constitute(s) and appoint(s)
substitution in the premises,
Dated this
Signature guaranteed:
the within Bond and hereby irrevocably
, attorney, with full power of
to transfer this Bond on the books of the within -mentioned Bank.
day of
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NOTE: 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, without
alteration, enlargement or change whatsoever.
(Bank, Broker or Firm)*
By
(Authorized Officer)
Its Medallion Number:
* Signature(s) must be guaranteed by an eligible
guarantor institution which is a member of a
recognized signature guarantee program, i.e.,
Securities Transfer Agents Medallion Program
(STAMP), Stock Exchanges Medallion Program
(SEMP), or New York Stock Exchange Medallion
Signature Program (MSP).
Section 8. Execution of Bonds by City. The Bonds shall be executed on behalf
of the City by the Mayor and attested by the City Clerk, and the seal of the City shall be
impressed on each of the Bonds. The signatures of the Mayor and the City Clerk may be
facsimile signatures of said officers, and the seal of the City imprinted on the Bonds may be a
facsimile of such seal (it being understood that a condition to the validity of each Bond is the
appearance on such Bond of a Registration Certificate, substantially in the form hereinabove
provided, executed by the manual signature of the Bank). Signatures on the Bonds by persons
who are officers of the City at the times such signatures were written or printed shall continue
to be effective although such persons cease to be such officers prior to the delivery of the Bonds,
whether initially issued or exchanged for Bonds of different denominations from those initially
issued.
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Section 9. Registration Certificate on Bonds. A registration certificate by the
Bank, in substantially the form hereinabove recited, duly executed by the manual signature of
the Bank, shall be endorsed on each of the Bonds and shall be essential to its validity.
Section 10. Registration and Transfer of Bonds. All Bonds shall be registered
as to both principal and interest, and shall be transferable only on the registry books of the
Bank. The Bank shall be the registrar and transfer agent of the City and shall keep at its office
proper registry and transfer books in which it will note the registration and transfer of such
Bonds as are presented for those purposes, all in the manner and to the extent hereinafter
specified.
No transfer of a Bond shall be valid hereunder except upon presentation and
surrender of such Bond at the office of the Bank with written power to transfer signed by the
registered owner thereof in person or by duly authorized attorney, properly stamped if required,
in form and with guaranty of signature satisfactory to the Bank, whereupon the City shall
execute, and the Bank shall register and deliver to the transferee, a new Bond, registered in the
name of such transferee and of like tenor as that presented for transfer. The person in whose
name a Bond is registered on the books of the Bank shall be the sole person to whom or on
whose order payments on account of the principal thereof and of the interest (and premium, if
any) thereon may be made. Each Holder of any of the Bonds, by receiving or accepting such
Bond, shall consent and agree and shall be estopped to deny that, insofar as the City and the
Bank are concerned, the Bonds may be transferred only in accordance with the provisions of this
Ordinance.
The Bank shall not be required to register or transfer any Bond during the period
of fifteen (15) days next preceding any Interest Payment Date with respect thereto; and if any
Bond is duly called for redemption (in whole or in part), the Bank shall not be required to
register or transfer such Bond during the period of thirty (30) days next preceding the
Redemption Date.
Section 11. Exchange of Bonds. Upon the request of the Holder of one or more
Bonds, the City shall execute, and the Bank shall register and deliver, upon surrender to the
Bank of such Bond or Bonds in exchange thereof, a Bond or Bonds in different Authorized
Denominations of the same maturity and interest rate and together aggregating the same principal
amount as the then unpaid principal of the Bond or Bonds so surrendered, all as may be
requested by the person surrendering such Bond or Bonds.
The registration, transfer and exchange of Bonds (other than pursuant to Section
15 hereof) shall be without expense to the Holder or transferee. In every case involving any
transfer, registration or exchange, such Holder shall pay all taxes and other governmental
charges, if any, required to be paid in connection with such transfer, registration or exchange.
Section 12. Accrual of Interest on Bonds. All Bonds issued prior to December 1,
1993, in exchange for Bonds initially delivered, shall bear interest from June 1, 1993, and all
Bonds issued on or after December 1, 1993, shall bear interest from the June 1 or December 1,
as the case may be, next preceding the date of its issuance and delivery unless (a) such date of
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delivery is a June 1 or December 1, in which event such Bond shall bear interest from the date
of its issuance and delivery, or (b) at the time of such delivery the City is in default in the
payment of interest on the Bond in lieu of which such new Bond is issued, in which event such
new Bond shall bear interest from the last Interest Payment Date to which interest has previously
been paid or made available for payment on the Bond in lieu of which such new Bond is issued.
The preceding provision shall be construed to the end that the issuance of a Bond shall not affect
any gain or loss in interest to the Holder thereof.
Section 13. Persons to Whom Payment of Interest on Bonds Is to Be Made.
Interest on the Bonds shall, except as provided in the next succeeding paragraph of this Section
13, be payable in lawful money of the United States of America by check or draft mailed by the
Bank to the lawful Holders of the Bonds at the address shown on the registry books -of the Bank
pertaining to the Bonds.
Any provision hereof to the contrary notwithstanding, Overdue Interest shall not
be payable to the Holder of the Bonds solely by reason of such Holder having been the Holder
on the Interest Payment Date on which such interest became due and payable, but shall be
payable by the Bank as follows:
(a) Not less than ten (10) days following receipt by the Bank of
immediately available funds in an amount sufficient to enable the Bank to pay all
Overdue Interest, the Bank shall fix an Overdue Interest Payment Date for
payment of such Overdue Interest.
(b) Such Overdue Interest Payment Date fixed by the Bank shall be a
date not more than twenty (20) days following the expiration of the period
described in the foregoing subparagraph (a).
(c) Overdue Interest shall be paid by check or draft mailed by the Bank
to the persons in whose names the Bonds were registered on the Overdue Interest
Payment Date.
Payment of Overdue Interest in the manner herein prescribed to the persons in whose names the
Bonds were registered on the Overdue Interest Payment Date shall fully discharge and satisfy
all liability for the same.
Section 14. Persons Deemed Owners of Bonds. The City and the Bank may
deem and treat the person in whose name a Bond is registered as the absolute owner thereof for
all purposes; they shall not be affected by notice to the contrary; and all payments by any of
them to the person in whose name a Bond is registered, shall to the extent thereof fully discharge
and satisfy all liability for the same.
Section 15. Replacement of Mutilated. Lost, Stolen or Destroyed Bonds. In the
event any Bond is mutilated, lost, stolen or destroyed, the City may execute and deliver a new
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Bond of like tenor as that mutilated, lost, stolen or destroyed; provided that (a) in the case of
any such mutilated Bond, such Bond is first surrendered to the City and the Bank, and (b) in the
case of any such lost, stolen or destroyed Bond, there is first furnished to the City and the Bank
evidence of such loss, theft or destruction satisfactory to each of them, together with indemnity
satisfactory to each of them. The City may charge the Holder with the expense of issuing any
such new Bond.
Section 16. Sale of Bonds. The Bonds are hereby sold to The Frazer Lanier
Company Incorporated, Montgomery, Alabama, at and for a purchase price equal to
$3,565,850.40 (representing an underwriter's discount of $16,740, and original issue discount
of $17,409.60, allocated as follows among the following maturities: 1998, $806.40; 1999,
$2,811.60; 2000, $2,134.80; 2001, $3,556.80; 2002, $3,891.60; and 2003, $4,208.40) plus
accrued interest from their date until the date of their delivery. The Mayor and the City Clerk
are hereby authorized and directed to deliver the Bonds to the said purchaser upon payment to
the City of the purchase price of the Bonds.
Section 17. Use of Proceeds from Sale of Bonds. The entire principal proceeds
of the Bonds shall be applied as follows:
(a) that part of the said proceeds which represents accrued interest (if
any) on the Bonds from June 1, 1993, to the date of payment therefor, shall be
deposited in the Bond Fund, pursuant to the provisions of Section 6(a)(i) hereof,
and shall be applied for payment of the interest which will mature on the Bonds
on December 1, 1993; and
(b) the balance of the principal proceeds of the Bonds (i.e., the sum
of $3,565,850.40) shall be applied for the purpose set out in Section 2(a) hereof
and to the payment of the expenses of issuing the Bonds.
Section 18. Provisions Respecting Registration of Bonds to Comply with
Provisions of the Code. The City and the Bank recognize that the provisions of the Code, as
amended, require that the Bonds be in "registered form, " and that, in general, each Bond must
be registered as to both principal and interest and any transfer of any Bond must be effected only
by the surrender of the old Bond and either by the reissuance of the old Bond to a new Holder
or the issuance of a new Bond to a new Holder. The Bank may rely upon an opinion of
nationally recognized bond counsel with respect to any question which may arise pertaining to
the transfer, exchange or reissuance of Bonds. The provisions of this Ordinance pertaining to
transfer, exchange or reissuance of Bonds need not or shall not be followed if the Bank receives
an opinion of nationally recognized bond counsel that compliance with requirements in addition
to or in lieu of the requirements of this Ordinance pertaining to such transfer, exchange or
reissuance is required or permitted under the provisions of the Code or under other applicable
laws and regulations.
Section 19. Denominations of Bonds as Initially Issued. The Bonds of each
maturity shall be initially issued in Authorized Denominations as requested by the said purchaser
and registered in the names of the persons, firms or corporations specified by the said purchaser.
Wei
If, for any reason, the City is unable to prepare or cause to be prepared Bonds in the Authorized
Denominations requested by the said purchaser and registered in the names specified by the said
purchaser, the City may deliver one Bond for each maturity in the principal amount of such
maturity, each registered in the name of the said purchaser of the Bonds from the City.
Section 20. Authorization of Official Statement. The Mayor is hereby authorized
and directed to execute and deliver on behalf of the City an Official Statement respecting the
Bonds, said official statement to be in substantially the form presented to the meeting at which
this ordinance is adopted.
Section 21. Provisions for Payment at Par. Each bank at which the Bonds shall
at any time be payable, by acceptance of its duties as paying agent therefor, shall be construed
to have agreed thereby with the Holders of the Bonds that it will make, out of the funds supplied
to it for that purpose, all remittances of principal and interest on the Bonds in bankable funds
at par without any deduction for exchange or other costs, fees or expenses. The City agrees
with the Holders of the Bonds that it will pay all charges for fees and expenses which may be
made by such bank in the making of remittances in bankable funds of the principal of and
interest on any of the Bonds.
Section 22. Designation Under Section 265 of the Code. The City hereby
designates the Bonds as "qualified tax-exempt obligations" for purposes of paragraph (b)(3)(A)
of Section 265 of the Code and, in connection therewith and after due investigation and
consideration, finds, determines and declares that the amount of tax-exempt obligations (other
than "private activity bonds") that have heretofore during the current calendar year been issued
by the City (and its subordinate entities) and the reasonably anticipated amount of tax-exempt
obligations (other than "private activity bonds") that will be issued by the City and by its
subordinate entities during the current calendar year will not exceed the sum of $10,000,000.
Section 23. Covenant With Regard to Arbitrage. The City covenants, for the
benefit of the holders at any time of the Bonds, that it will not take any action, or fail to take
any action, or invest any moneys on deposit in any fund or account in connection with the
Bonds, whether or not such moneys were derived from the proceeds of the sale of the Bonds or
from any other source, which would cause any of the Bonds to be "arbitrage bonds" within the
meaning of Section 148 of the Code or any other similar law which may be applicable, from
time to time, to the City or to the Bonds.
The City hereby finds, determines and declares that, for purposes of the so-called
"exception for small governmental units" from the rebate requirement imposed by Section 148
of the Code,
(i) the City has general taxing powers,
(ii) the Bonds are not "private activity bonds" within the meaning of
Section 141(a) of the Code,
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(iii) the entire proceeds of the Bonds will be used for local
governmental activities of the City, and
(iv) the aggregate amount of all tax-exempt obligations (other than
"private activity bonds") that have heretofore during the current calendar year
been issued by the City and by its subordinate entities and the reasonably
anticipated amount of tax-exempt obligations (other than "private activity bonds")
that will be issued by the City and by its subordinate entities during the current
calendar year will not exceed $5,000,000.
Section 24. Creation of Contract. The provisions of this Ordinance shall
constitute a contract between the City and each Holder of the Bonds.
Section 25. Provisions of Ordinance Severable. The provisions of this Ordinance
are hereby declared to be severable. In the event any provision hereof shall be held invalid by
a court of competent jurisdiction, such invalidity shall not affect any other portion of this
Ordinance.
1
IV,I
ADOPTED this 7th day of June, 1993.
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