HomeMy WebLinkAboutO-992ORDINANCE NO. 992
AN ORDINANCE TO PROVIDE FOR THE
ISSUANCE OF $2,825,000 PRINCIPAL AMOUNT
OF GENERAL OBLIGATION PUBLIC IMPROVEMENT
WARRANTS, DATED FEBRUARY 1, 1996, 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 Warrants.
"Callable Warrants" means those of the Warrants having stated maturities on
August 1, 2002, 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.
"Council" means the governing body of the City as from time to time constituted.
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"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,
(c) bank deposits fully insured by the Federal Deposit Insurance Corporation, and (d) interests
in such investment trusts as may be permitted by the provisions of Section 11-81-21, as
amended, of the Code of Alabama of 1975.
"Holder" means the person in whose name a Warrant is registered on the registry
books of the Bank pertaining to the Warrants.
"Interest Payment Date" means each February 1 and August 1 commencing
August 1, 1996.
"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
Warrants in a Resolution adopted pursuant to the provisions of Section 4 hereof.
redeemed.
"Redemption Price" means the price at which the Callable Warrants may be
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"Resolution" and "Ordinance" mean, respectively, a resolution or ordinance
adopted by the Council.
"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.
"Warrant Fund" means the special fund of the City created in Section 6 hereof.
"Warrants," without other qualifying words, means the General Obligation Public
Improvement Warrants herein authorized.
(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 October 23,
1995, the Council adopted Ordinance No. 986 of the City entitled
"IMPROVEMENT ORDINANCE TO PROVIDE FOR CERTAIN
IMPROVEMENTS IN THE CITY OF FAIRHOPE, ALABAMA, TO BE
KNOWN AS THE 1995-1996 PUBLIC IMPROVEMENT ASSESSMENTS
PROJECT"; the said Ordinance No. 986 set a public hearing on November 13,
1995, at 5:30 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. 986 was
published once a week for two consecutive weeks in the Fairhope Courier, a
newspaper having general circulation in the City, on October 28, 1995, and
c
November 4, 1995, the first publication being not less than two weeks before the
date set for the said hearing; a copy of said Ordinance No. 986 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.
986 are herein called "the Improvements";
(b) Full details, drawings, plans, specifications, surveys and cost
estimates of the improvements provided for in Areas A, B and C of the said
Ordinance No. 986, 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
October 23, 1995, and remained continuously on file in the said office, where
they were available for examination by property owners and other interested
persons, until and including November 13, 1995;
(c) Full details, drawings, plans, specifications, surveys and cost
estimates of the improvements provided for in Area D of the said Ordinance No.
986, all of which had been prepared by Volkert & Associates, consulting
engineers for the City, were on file in the office of said Moore Engineering
Company and in the office of Volkert & Associates, 3809 Moffett Road, in the
City, on October 23, 1995, and remained continuously on file in the said office,
where they were available for examination by property owners and other
interested persons, until and including November 13, 1995;
(d) The Improvements, which consist of street improvements (including
street paving, curbs and gutters, pipes, culverts, driveway turnouts, and storm
water sewers for street drainage) and water mains with service connections, water
meters, fire hydrants, precast concrete manholes with cast iron covers, sanitary
sewer lines, laterals and pump stations have a total estimated cost in excess of
$2,700,000 (which sum includes approximately $500,000 for engineering costs,
surveys and contingencies);
(e) On November 13, 1995, the Council adopted Resolution No. 502-
95 of the City ratifying and confirming Ordinance No. 986 in all respects;
(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 Fairhope Courier, the City did on December 11, 1995,
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 James Brothers Excavating, Inc., Daphne, Alabama, for Areas A, B
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and C, a contract in the amount of $405,865.15, and J. P. Walton & Company,
Mobile, Alabama, for Area D, a contract in the amount of $1,695,005.62;
(g) All the Improvements are provided to be constructed within the
corporate limits of the City;
(h) Interest costs during the construction period are expected to be
$130,000;
(i) The Council has determined that it is necessary, desirable and
advantageous to the City and its inhabitants that the City sell and issue the
warrants hereinafter authorized for the purpose of paying costs incurred and to
be incurred by the City in constructing the Improvements (including said
capitalized interest); and
0) The construction of the Improvements has begun but has not been
completed and the assessments referred to in said Ordinance No. 986 have not yet
been made against the properties specially benefitted by the Improvements.
Section 3. Authorization of the Warrants. (a) Principal Maturities and Interest
Rates. Pursuant to the applicable provisions of the constitution and laws of Alabama, including
particularly Section 11-47-2, as amended, of the Code of Alabama of 1975, and for the purposes
hereinabove stated, there are hereby authorized to be issued by the City $2,825,000 aggregate
principal amount of General Obligation Public Improvement Warrants of the City. The Warrants
shall be issued as fully registered warrants without coupons, shall be dated February 1, 1996,
shall mature and become payable on August 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
Maturiniz
Rate
1997
$280,000
3.50%
1998
280,000
3.70
1999
280,000
3.90
2000
280,000
3.90
2001
280,000
4.00
2002
285,000
4.10
2003
285,000
4.20
2004
285,000
4.30
2005
285,000
4.30
2006
285,000
4.30
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The Warrants 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 Warrants shall be payable at
the principal office of the Bank in the City of Mobile, Alabama, upon presentation and surrender
of the Warrants as the same become due and payable.
(c) Computation of Interest and Method of Payme . The Warrants shall bear
interest from their date until their respective maturities at the per annum rates of interest set
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 February 1 and August 1, commencing
August 1, 1996, until and at the maturity of the Warrants. Interest on the Warrants 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 Warrants at the address shown on the registry books of the Bank
pertaining to the Warrants. The Warrants shall bear interest after their respective maturities
until paid at the rate of 8 % per annum.
Section 4. Redemption Provisions. Those of the Warrants having stated
maturities in 2002 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, those
maturities to be redeemed to be selected by the City at its discretion, on August 1, 2001, and
on any 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 Redemption Price
August 1, 2001 -- July 31, 2002 101 %
August 1, 2002, and thereafter 100
Any such redemption or prepayment of the Warrants shall be effected in the
following manner:
(i) Call. The City shall by Resolution call for redemption and
prepayment on a stated date when they are by their terms subject to redemption
Warrants (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 Warrants or (B) that all of the Warrants then outstanding are to be retired
on the Redemption Date.
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(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 Warrants the principal
of which is, in whole or in part, to be redeemed and prepaid, stating the
following: that the Warrants (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 Warrants may waive the
requirements of this subsection with respect to the Warrants held by them without
affecting the validity of the call for redemption of any other Warrants.
(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
Warrants (or portions thereof) that are to be prepaid and redeemed on the
Redemption Date.
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 Warrants, the Warrants (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 Warrants 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 the outstanding principal of any Warrant is to be redeemed, the registered
Holder thereof shall surrender the Warrant that is to be prepaid in part to the Bank in exchange,
without expense to the Holder, for a new Warrant of like tenor except in a principal amount
equal to the unredeemed portion of the Warrant. All future interest on the Warrants (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 Warrants (or principal portions thereof) so called for redemption at the Redemption Price
and on the Redemption Date.
Section 5. General Obligation. The indebtedness evidenced and ordered paid by
the Warrants 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. Warrant Fund. (a) Payments Therein and Use and Continuance
Thereof. There is hereby created a special fund to be designated the "City of Fairhope 1996
Public Improvement Warrant Fund," for the purpose of providing for the payment of the
principal of and interest on the Warrants, at the respective maturities of said principal and
interest, which special fund shall be maintained until the principal of and interest on the
Warrants have been paid in full. Payments into the Warrant Fund shall be made as follows:
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(i) there shall be paid into the Warrant Fund, simultaneously with the
issuance of the Warrants 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; and
(ii) on or before the 25th day of July, 1996, or before the last day of
each January and July thereafter until and including the 25th day of July, 2006,
the City will pay into the Warrant Fund an amount equal to the interest and the
principal (if any) that will mature on the Warrants on the then next succeeding
Interest Payment Date; provided, that there shall be credited one time on the
amount required by this paragraph (ii) to be paid into the Warrant Fund an
amount equal to the amount paid therein pursuant to the provisions of paragraph
(i) hereof. The City will make the payments provided for in this paragraph (ii)
out of all general revenues of the City available therefor.
All moneys paid into the Warrant Fund shall be used only for payment of the principal of and
interest on the Warrants, upon or after the respective maturities of such principal and interest;
provided, that, if at the final maturity of the Warrants, howsoever the same may mature, there
shall be in the Warrant Fund moneys in excess of the amount required to retire the Warrants,
then any such excess shall thereupon be returned to the City. When the amount of money on
deposit in the Warrant Fund equals or exceeds the aggregate of the principal and interest to their
respective maturities on the Warrants at the time outstanding, no further payments need be made
into the Warrant 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 Warrant Fund. The City hereby designates the Bank as the
depository for the Warrant Fund with respect to payment of principal of and interest on the
Warrants. 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 Warrant Fund. The Warrant Fund
shall be and at all times remain public funds impressed with a trust for the purpose for which
the Warrant Fund is herein created. Each depository for the Warrant Fund shall at all times keep
the moneys on deposit with it in the Warrant Fund continuously secured for the benefit of the
City and the holders of the Warrants 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 Warrant 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 Warrant 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.
(d) Investment of Moneys in the Warrant 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
Warrant 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 Warrant
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 Warrant 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 Warrant Fund. Each depository for the Warrant 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.
Section 7. Form of Warrants. The Warrants shall be in substantially the
following form:
E
UNITED STATES OF AMERICA
CITY OF FAIRHOPE
GENERAL OBLIGATION PUBLIC IMPROVEMENT WARRANT
Interest Rate Maturity Date CUSIP Number
Subject to prior payment and other provisions as herein provided
The City Treasurer of the City of Fairhope, a municipal corporation under the
laws of Alabama ("the City"), is hereby ordered and directed 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 August 1, 1996, and
semiannually thereafter on each February 1 and August 1 until the due date hereof. The
principal of and premium (if any) on this Warrant shall be payable only upon presentation and
surrender of this Warrant at the principal corporate trust office of First Alabama Bank ("the
Bank") in the City of Mobile, Alabama.
Interest on this Warrant 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 Warrants.
Interest shall be deemed to have been timely paid if the check or draft therefor is mailed by the
Bank on the date the interest is due. The ordinance hereinafter referred to provides that all
payments by the City or the Bank to the person in whose name a Warrant is registered shall to
the extent thereof fully discharge and satisfy all liability for the same. Any transferee of this
Warrant takes it subject to all payments of principal and interest in fact made with respect
hereto.
This Warrant is one of a duly authorized issue of Warrants designated General
Obligation Public Improvement Warrants and aggregating $2,825,000 in principal amount ("the
Warrants"). This Warrant is issued pursuant to the applicable provisions of the constitution and
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laws of Alabama, including particularly Section 11-47-2, 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 Warrants having stated maturities in 2002 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, but if in part, those maturities to be redeemed to be selected by the City at
its discretion, on August 1, 2001, and on any date thereafter, at and for the following respective
redemption prices (expressed as percentages of the principal amount redeemed) with respect to
each Warrant (or portion thereof) redeemed plus accrued interest thereon to the date fixed for
redemption:
If the Redemption Date Is Redemption Price
August 1, 2001 -- July 31, 2002 101 %
August 1, 2002, and thereafter 100
In the event that less than all the principal of the Warrants of a single maturity is to be prepaid
and redeemed, the Bank shall, by process of random selection, determine the principal portion
of the Warrants of such maturity to be redeemed and prepaid.
The Ordinance requires that written notice of the call for redemption of this
Warrant (or portion of the principal thereof) be forwarded by United States Registered or
Certified Mail to the registered owner of such Warrant, 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 Warrant is to be redeemed, the registered Holder hereof shall
surrender this Warrant to the Bank in exchange for a new Warrant of like tenor herewith except
in a principal amount equal to the unredeemed portion of this Warrant. Upon the giving of
notice of redemption in accordance with the provisions of the Ordinance, the Warrants (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 Warrants (or principal portions thereof) so called for prepayment
shall cease to accrue after the date specified in such notice, whether or not the Warrants are so
presented.
By the execution of this Warrant, 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 Warrant 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.
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It is hereby certified and recited that the indebtedness evidenced and ordered paid
by this Warrant is lawfully due without condition, abatement or offset of any description; that
this Warrant 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 Warrant do exist, have been performed and have
happened; and that the indebtedness evidenced and ordered paid by this Warrant, 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 Warrants are issuable only as fully registered Warrants in the denomination
of $5,000 or any integral multiple thereof. Provision is made in the Ordinance for the exchange
of Warrants for a like aggregate principal amount of Warrants of the same maturity and in
authorized denomination, all upon the terms and subject to the conditions set forth in the
Ordinance.
This Warrant 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 Warrant to the Bank for cancellation, and upon any such transfer
a new Warrant 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
Warrant, shall consent and agree and shall be estopped to deny that, insofar as the City and the
Bank are concerned, this Warrant may be transferred only in accordance with the provisions of
the Ordinance.
The Bank shall not be required to transfer or exchange this Warrant during the
period of fifteen (15) days next preceding any February 1 or August 1; and, in the event that
this Warrant (or any principal portion hereof) is duly called for redemption and prepayment, the
Bank shall not be required to register or transfer this Warrant during the period of forty-five (45)
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 Warrant 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 Warrant to be attested by the facsimile signature of its City Clerk,
and has caused this Warrant to be dated February 1, 1996.
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 Warrant, in which event the face of the Warrant shall state the following:
REFERENCE IS MADE TO THE FURTHER PROVISIONS OF
THIS WARRANT SET FORTH ON THE REVERSE HEREOF.
Registration Certificate
Date of Registration:
This Warrant was registered in the name of the above -registered owner on the date
hereinabove set forth.
:A
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FIRST ALABAMA BANK
Mobile, Alabama
Its Authorized Officer
For value received
and transfer(s) unto
irrevocably constitute(s) and appoint(s)
power of substitution in the premises,
mentioned Bank.
Assignment
hereby sell(s), assign(s)
the within Warrant and hereby
, attorney, with full
to transfer this Warrant on the books of the within -
Dated this day of ,
Signature guaranteed:
LIM
(Bank, Broker or Firm)*
(Authorized Officer)
NOTE: The signature on this assignment must correspond
with the name of the registered owner as it appears on the
face of the within Warrant in every particular, without
alteration, enlargement or change whatsoever.
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 Warrants by City. The Warrants 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 Warrants. 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 Warrants may be
a facsimile of such seal (it being understood that a condition to the validity of each Warrant is
the appearance on such Warrant of a Registration Certificate, substantially in the form
hereinabove provided, executed by the manual • signature of the Bank). Signatures on the
Warrants by persons who are officers of the City at the times such signatures were written or
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printed shall continue to be effective although such persons cease to be such officers prior to the
delivery of the Warrants, whether initially issued or exchanged for Warrants of different
denominations from those initially issued.
Section 9. Registration Certificate on Warrants. 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 Warrants and shall be essential to its validity.
Section 10. Registration and Transfer of Warrants. All Warrants 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 Warrants as are presented for those purposes, all in the manner and to the extent
hereinafter specified.
No transfer of a Warrant shall be valid hereunder except upon presentation and
surrender of such Warrant 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 Warrant, registered in
the name of such transferee and of like tenor as that presented for transfer. The person in whose
name a Warrant 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 Warrants, by receiving or accepting such
Warrant, shall consent and agree and shall be estopped to deny that, insofar as the City and the
Bank are concerned, the Warrants may be transferred only in accordance with the provisions of
this Ordinance.
The Bank shall not be required to register or transfer any Warrant during the
period of fifteen (15) days next preceding any Interest Payment Date with respect thereto; and
if any Warrant is duly called for redemption (in whole or in part), the Bank shall not be required
to register or transfer such Warrant during the period of forty-five (45) days next preceding the
Redemption Date.
Section 11. Exchange of Warrants. Upon the request of the Holder of one or
more Warrants, the City shall execute, and the Bank shall register and deliver, upon surrender
to the Bank of such Warrant or Warrants in exchange thereof, a Warrant or Warrants 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 Warrant or Warrants
so surrendered, all as may be requested by the person surrendering such Warrant or Warrants.
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The registration, transfer and exchange of Warrants (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 Warrants. All Warrants issued prior to
August 1, 1996, in exchange for Warrants initially delivered, shall bear interest from
February 1, 1996, and all Warrants issued on or after August 1, 1996, shall bear interest from
the February 1 or August 1, as the case may be, next preceding the date of its issuance and
delivery unless (a) such date of delivery is a February 1 or August 1, in which event such
Warrant 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 Warrant in lieu of which such
new Warrant is issued, in which event such new Warrant shall bear interest from the last Interest
Payment Date to which interest has previously been paid or made available for payment on the
Warrant in lieu of which such new Warrant is issued. The preceding provision shall be
construed to the end that. the issuance of a Warrant shall not affect any gain or loss in interest
to the Holder thereof.
Section 13. Persons to Whom Payment of Interest on Warrants Is to Be Made.
Interest on the Warrants 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 Warrants at the address shown on the registry books
of the Bank pertaining to the Warrants.
Any provision hereof to the contrary notwithstanding, Overdue Interest shall not
be payable to the Holder of the Warrants 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 Warrants were registered on the Overdue
Interest Payment Date.
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Payment of Overdue Interest in the manner herein prescribed to the persons in whose names the
Warrants were registered on the Overdue Interest Payment Date shall fully discharge and satisfy
all liability for the same.
,Section 14. Persons Deemed Owners of Warrants. The City and the Bank may
deem and treat the person in whose name a Warrant 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 Warrant 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 Warrants. In
the event any Warrant is mutilated, lost, stolen or destroyed, the City may execute and deliver
a new Warrant of like tenor as that mutilated, lost, stolen or destroyed; provided that (a) in the
case of any such mutilated Warrant, such Warrant is first surrendered to the City and the Bank,
and (b) in the case of any such lost, stolen or destroyed Warrant, 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 Warrant.
Section 16. Sale of Warrants. The Warrants are hereby sold to The Frazer
Lanier Company Incorporated, Montgomery, Alabama, at and for a purchase price equal to
$2,789,176.20 (representing an underwriting discount of $13,842.50 and original issue discount
of $21,981.30, allocated among the various maturities as reflected by the prices or yields shown
on the cover of the Official Statement hereinafter referred to) 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 Warrants to the said purchaser upon payment to the City of the purchase
price of the Warrants.
Section 17. Use of Proceeds from Sale of Warrants. The entire principal
proceeds of the Warrants shall be applied as follows:
(a) that part of the said proceeds which represents accrued interest (if
any) on the Warrants from February 1, 1996, to the date of payment therefor,
shall be deposited in the Warrant 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 Warrants on August 1, 1996; and
(b) the balance of the principal proceeds of the Warrants (i.e., the sum
of $2,789,176.20) shall be applied for the purposes set out in Section 2 hereof
and to the payment of the expenses of issuing the Warrants.
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Section 18. Provisions Respecting Registration of Warrants to Comply
Provisions of the Code. The City and the Bank recognize that the provisions of the Code, as
amended, require that the Warrants be in "registered form," and that, in general, each Warrant
must be registered as to both principal and interest and any transfer of any Warrant must be
effected only by the surrender of the old Warrant and either by the reissuance of the old Warrant
to a new Holder or the issuance of a new Warrant 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 Warrants. The provisions of this Ordinance
pertaining to transfer, exchange or reissuance of Warrants 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 Warrants as Initiall Issued. sued. The Warrants 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.
If, for any reason, the City is unable to prepare or cause to be prepared Warrants in the
Authorized Denominations requested by the said purchaser and registered in the names specified
by the said purchaser, the City may deliver one Warrant for each maturity in the principal
amount of such maturity, each registered in the name of the said purchaser of the Warrants from
the City.
Section 20. Approval of Preliminary Official Statement and Authorization of
Official Statement. The Council hereby approves and adopts the Preliminary Official Statement
dated February 8, 1996, respecting the Warrants in substantially the form submitted to the
Council, a copy of which, marked Exhibit A, is attached to the minutes of the meeting of the
Council at which this Ordinance is adopted. The said Exhibit A is made a part of this Ordinance
in all respects as if set forth in full herein. The Council hereby deems the said Official
Statement "final" within the meaning of SEC Rule 15c2-12(b)(1) for the purposes of such rules.
The Mayor is hereby authorized and directed to execute a final Official Statement of the City
with respect to the Warrants in substantially the form of the Preliminary Official Statement (said
form to be that attached, marked Exhibit B, to the minutes of the meeting of the Council at
which this Ordinance is adopted), with such changes therein and additions thereto as shall be
necessary to conform to the provisions of this Ordinance and such other changes and additions
as the Mayor shall deem necessary and appropriate. The Mayor is hereby authorized and
directed to cause the said final Official Statement to be delivered to the purchasers of the
Warrants.
Section 21. Authorization of Related Documents and Actions. The Mayor and
all other officers of the City are hereby authorized and directed to execute, seal, attest and
deliver such other documents and certificates and to take such other actions on behalf of the City
as may be necessary to consummate the sale and issuance of the Warrants and to carry out fully
the transactions contemplated by this Ordinance. Further, the Mayor is hereby authorized and
directed to execute and deliver a Continuing Disclosure Agreement in substantially the form
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presented to the meeting at which this Ordinance is adopted (which form shall be attached as
Exhibit C to the minutes of the meeting at which this Ordinance is adopted and which is hereby
adopted in all respects as if set out in full in this Ordinance) and the City Clerk is hereby
authorized and directed to affix to the said Agreement the seal of the City and to attest the same.
Section 22. Provisions for Payment at Par. Each bank at which the Warrants
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 Warrants that it will make, out of the
funds supplied to it fof that purpose, all remittances of principal and interest on the Warrants
in bankable funds at'par without any deduction for exchange or other costs, fees or expenses.
The City agrees with the Holders of the Warrants 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 Warrants.
Section 23. Designation Under Section 265 of the Code. The City hereby
designates the Warrants 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 24. Covenant With Regard to Federal Tax Matters. The City covenants
and agrees that it will, to the extent permitted by law, comply with the provisions of the Code
that constitute conditions to or requirements for (a) the exclusion of the interest income on the
Warrants from the gross income of the recipients thereof for Federal income tax purposes
pursuant to the provisions of Section 103 of the Code and (b) the exclusion of such interest
income received by taxpayers other than corporations from alternative minimum taxable income
for purposes of the computation of the alternative minimum tax applicable to such taxpayers
pursuant to the provisions of Section 55 of the Code. Without limiting the generality of the
foregoing, the City will (i) rebate to the United States such amounts from investment earnings
on proceeds of the Warrants at such times, and restrict the yield on the investment of such
proceeds in such manner, as shall be necessary to prevent any of the Warrants from being or
becoming an "arbitrage bond" within the meaning of Section 148 of the Code, (ii) maintain such
records respecting the investment and expenditure of proceeds of the Warrants as may be needed
to calculate the amounts of any such required payments and (iii) not apply the proceeds derived
from the sale of any of the Warrants in a manner that would cause any of the Warrants to be
or become a "private activity bond" within the meaning of Section 141 of the Code. The City
covenants, for the benefit of the holders at any time of the Warrants, 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 Warrants, whether or not such moneys were derived from the proceeds of
the sale of the Warrants or from any other source, which would cause any of the Warrants 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 Warrants.
LLB
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 Warrants are not "private activity bonds" within the meaning
of Section 141(a) of the Code,
(iii) the entire proceeds of the Warrants 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 Warrants.
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.
ADOPTED this 19th day of February, 1996.