HomeMy WebLinkAbout3301CITY OF KENT, WASHINGTON
ORDINANCE NO.
AN ORDINANCE of the City of Kent, Washington,
relating to contracting indebtedness; providing for the
issuance of $22,565,000 par value of Limited Tax General
Obligation Bonds, 1996, Series A (Tax -Exempt), and
$3,680,000 par value of Limited Tax General Obligation
Bonds, 1996, Series B (Taxable), of the City for general
City purposes to provide funds with which to pay a part
of the cost of acquiring the Centennial Building,
acquiring land for City parks, improving certain streets,
improving the City's Drainage Utility and paying the
costs of issuance and sale of the bonds; fixing the date,
form, maturities, interest rates, terms and covenants of
the bonds; establishing certain funds; providing for bond
insurance; and approving the sale and providing for the
delivery of the bonds to Lehman Brothers Inc. of Seattle,
Washington.
PASSED June 18, 1996
This document prepared by:
Foster Pepper & Shefelman
1111 Third Avenue, Suite 3400
Seattle, Washington 98101
(206) 447-4400
0239430.03
CITY OF KENT, WASHINGTON
ORDINANCE NO.
AN ORDINANCE of the City of Kent, Washington,
relating to contracting indebtedness; providing for the
issuance of $22,565,000 par value of Limited Tax General
Obligation Bonds, 1996, Series A (Tax -Exempt), and
$3,680,000 par value of Limited Tax General Obligation
Bonds, 1996, Series B (Taxable), of the City for general
City purposes to provide funds with which to pay a part
of the cost of acquiring the Centennial Building,
acquiring land for City parks, improving certain streets,
improving the City's Drainage Utility and paying the
costs of issuance and sale of the bonds; fixing the date,
form, maturities, interest rates, terms and covenants of
the bonds; establishing certain funds; providing for bond
insurance; and approving the sale and providing for the
delivery of the bonds to Lehman Brothers Inc. of Seattle,
Washington.
WHEREAS, the City of Kent, Washington (the "City"), is in need
of (1) acquiring the Centennial Building; (2) acquiring land for
parks; (3) improving certain streets; and (4) making capital
improvements to the City's Drainage Utility (collectively, the
"Project"), the estimated cost of which is $25,517,693 (excluding
bond -associated issuance costs), and the City does not have
available sufficient funds to pay the cost; and
WHEREAS, the City Council deems it to be in the best interests
of the City to issue and sell $26,245,000 par value of limited tax
general obligation bonds (the "Bonds") to pay part of the cost of
the Project and to pay the costs of issuance and sale of the Bonds;
and
WHEREAS, the MBIA Insurance Corporation of Armonk, New York
("Bond Insurer"), has made a commitment to issue an insurance
policy (the "Municipal Bond Insurance Policy") insuring the payment
when due of the principal of and interest on the Bonds as provided
0239430.03
therein, and the City Council deems that the purchase of the
Municipal Bond Insurance Policy is in the best interest of the
City; and
WHEREAS, Lehman Brothers Inc. of Seattle, Washington, has
offered to purchase the Bonds authorized herein under the terms and
conditions hereinafter set forth in the form of a purchase
contract; NOW, THEREFORE,
THE CITY COUNCIL OF THE CITY OF KENT, WASHINGTON, DO ORDAIN as
follows:
Section 1. Debt Capacity. The assessed valuation of the
taxable property within the City as ascertained by the last
preceding assessment for City purposes for the calendar year 1996
is $4,128,403,430, and the City has outstanding general
indebtedness evidenced by limited tax general obligation bonds,
leases and conditional sales contracts in the principal amount of
$19,466,327 incurred within the limit of up to 1-1/20 of the value
of the taxable property within the City permitted for general
municipal purposes without a vote of the qualified voters therein,
unlimited tax general obligation bonds in the principal amount of
$15,780,000 incurred within the limit of up to 2-1/201 of the value
of the taxable property within the City for capital purposes only,
issued pursuant to a vote of the qualified voters of the City, and
the amount of indebtedness for which bonds are authorized herein to
be issued is $26,245,000.
Section 2. Authorization of Bonds. The City shall borrow
money on the credit of the City and issue negotiable limited tax
general obligation bonds evidencing that indebtedness in the amount
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of $26,245,000 for general City purposes to provide the funds to
pay part of the cost of (1) acquiring the Centennial Building; (2)
acquiring land for parks; (3) improving certain streets; and (4)
making capital improvements to the City's Drainage Utility
(collectively, the "Project") and to pay the costs of issuance and
sale of the bonds (the "costs of issuance"). The general
indebtedness to be incurred shall be within the limit of up to
1-1/2% of the value of the taxable property within the City
permitted for general municipal purposes without a vote of the
qualified voters therein.
Section 3. Description of Bonds. The bonds shall be in the
aggregate principal amount of $26,245,000; shall be designated
Limited Tax General Obligation Bonds, 1996, Series A (Tax -Exempt)
(the "Series A Bonds"), and Limited Tax General Obligation Bonds,
1996, Series B (Taxable) (the "Series B Bonds"), (collectively, the
"Bonds"), of which $22,565,000 shall be Series A Bonds and
$3,680,000 shall be Series B Bonds; shall be dated June 15, 1996;
shall be in the denomination of $5,000 or any integral multiple
thereof within a single maturity; shall be numbered separately in
the manner and with any additional designation as the Bond
Registrar (collectively, the fiscal agencies of the State of
Washington located in Seattle, Washington, and New York, New York)
deems necessary for purposes of identification; and shall bear
interest (computed on the basis of a 360 -day year of twelve 30 -day
months) payable semiannually on each June 1 and December 1,
commencing December 1, 1996, to the maturity or earlier redemption
of the Bonds.
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The Series A Bonds shall mature on December 1 in years and
amounts and bear interest at the rates per annum as follows:
Maturity
Interest
Years
Amounts
Rates
2003
$ 780,000
5.100-.
2004
820,000
5.20
2005
870,000
5.30
2006
910,000
5.40
2007
965,000
5.50
2008
1,015,000
5.60
2016
10,575,000
6.00
2026
6,630,000
5.75
The Series B Bonds shall mature on December 1, 2002, and shall
bear interest at the rate of 7.13% per annum.
It is the intention of the city that the interest on the
Series B Bonds shall be included in gross income for federal income
tax purposes.
The life of the Project to be acquired or constructed with the
proceeds of the Bonds exceeds the term of the Bonds.
Section 4. Registration and Transfer of Bonds. The Bonds
shall be issued only in registered form as to both principal and
interest and shall be recorded on books or records maintained by
the Bond Registrar (the "Bond Register"). The Bond Register shall
contain the name and mailing address of the owner of each Bond and
the principal amount and number of each of the Bonds held by each
owner.
Bonds surrendered to the Bond Registrar may be exchanged for
Bonds in any authorized denomination of an equal aggregate
principal amount and of the same interest rate and maturity. Bonds
may be transferred only if endorsed in the manner provided thereon
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and surrendered to the Bond Registrar. Any exchange or transfer
shall be without cost to the owner or transferee. The Bond
Registrar shall not be obligated to exchange or transfer any Bond
during the 15 days preceding any principal payment or redemption
date.
Section 5. Payment of Bonds. Both principal of and interest
on the Bonds shall be payable in lawful money of the United States
of America. Interest on the Bonds shall be paid by checks or
drafts of the Bond Registrar mailed on the interest payment date to
the registered owners at the addresses appearing on the Bond
Register on the 15th day of the month preceding the interest
payment date. Principal of the Bonds shall be payable upon
presentation and surrender of the Bonds by the registered owners at
either of the principal offices of the Bond Registrar at the option
of the owners.
Section 6. Redemption Provisions and Open Market Purchase of
Bonds.
Optional Redemption. Series A Bonds maturing in the
years 2003 through 2007, inclusive, shall be issued without the
right or option of the City to redeem those Series A Bonds prior to
their stated maturity dates. The City reserves the right and
option to redeem Series A Bonds maturing on or after December 1,
2008, prior to their stated maturity dates at any time on or after
December 1, 2007, as a whole or in part within one or more
maturities selected by the City (and by lot within a maturity in
such manner as the Bond Registrar shall determine), at the
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following prices (expressed as a percentage of par) plus accrued
interest to the date fixed for redemption:
Redemption
$1,075,000
Dates
Redemption Prices
December 1,
2007,
through November 30, 2008
101%
December 1,
2008,
and thereafter
100!k
The Series B Bonds shall be issued without the right or option
of the city to redeem the Series B Bonds prior to their stated
maturity dates.
Mandatory Redemption. Series A Bonds maturing in 2016
and 2026 are Term Bonds and, if not redeemed under the optional
redemption provisions set forth above or purchased in the open
market under the provisions set forth below, shall be called for
redemption by lot (in such manner as the Bond Registrar shall
determine) at par plus accrued interest on December 1 in years and
amounts as follows:
2016 Series A Term Bonds
Mandatory Mandatory
Redemption Redemption
Years Amounts
2009
$1,075,000
2010
11135,000
2011
1,205,000
2012
1,270,000
2013
1,345,000
2014
1,425,000
2015
1,515,000
2016 (maturity)
1,605,000
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2026 Series A Term Bonds
Mandatory Mandatory
Redemption Redemption
Years Amounts
2017
$510,000
2018
540,000
2019
570,000
2020
600,000
2021
635,000
2022
675,000
2023
710,000
2024
755,000
2025
795,000
2026 (maturity)
840,000
The Series B Bonds are Term Bonds and, if not purchased in the
open market under the provisions set forth below, shall be called
for redemption by lot (in such manner as the Bond Registrar shall
determine) at par plus accrued interest on December 1 in years and
amounts as follows:
Series B Term Bonds
Mandatory Mandatory
Redemption Redemption
Years Amounts
1997
$500,000
1998
550,000
1999
590,000
2000
635,000
2001
680,000
2002 (maturity)
725,000
If the City shall redeem Term Bonds under the optional
redemption provisions set forth above or purchase Term Bonds in the
open market as set forth below, the par amount of the Term Bonds so
redeemed or purchased (irrespective of their actual redemption or
purchase prices) shall be credited against one or more scheduled
mandatory redemption amounts for those Term Bonds (as allocated by
the City) beginning not earlier than 60 days after the date of the
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optional redemption or purchase, and the City shall promptly notify
the Bond Registrar in writing of the manner in which the credit for
the Term Bonds so redeemed or purchased has been allocated.
Partial Redemption. Portions of the principal amount of
any Bond, in installments of $5,000 or any integral multiple
thereof, may be redeemed. If less than all of the principal amount
of any Bond is redeemed, upon surrender of that Bond at either of
the principal offices of the Bond Registrar, there shall be issued
to the registered owner, without charge therefor, a new Bond (or
Bonds, at the option of the registered owner) of the same series,
maturity and interest rate in any of the denominations authorized
by this ordinance in the aggregate principal amount remaining
unredeemed.
Open Market Purchase. The City further reserves the
right and option to purchase any or all of the Bonds in the open
market at any time at any price plus accrued interest to the date
of purchase.
Cancellation of Bonds. All Bonds purchased or redeemed
under this section shall be cancelled.
Section 7. Notice of Redemption. The City shall cause notice
of any intended redemption of Bonds to be given not less than
30 nor more than 60 days prior to the date fixed for redemption by
first-class mail, postage prepaid, to the registered owner of any
Bond to be redeemed at the address appearing on the Bond Register
at the time the Bond Registrar prepares the notice, and the
requirements of this sentence shall be deemed to have been
fulfilled when notice has been mailed as so provided, whether or
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not it is actually received by the owner of any Bond. Interest on
Bonds called for redemption shall cease to accrue on the date fixed
for redemption unless the Bond or Bonds called are not redeemed
when presented pursuant to the call. In addition, the redemption
notice shall be mailed within the same period, postage prepaid, to
Moody's Investors Service, Inc., and Standard & Poor's at their
offices in New York, New York, or their successors, to Lehman
Brothers Inc. at its principal office in Seattle, Washington, or
its successor, to the Bond Insurer at its principal office in
Armonk, New York, or its successor, and to such other persons and
with such additional information as the Finance Division Manager of
the City shall determine, but these additional mailings shall not
be a condition precedent to the redemption of Bonds.
Section 8. Failure to Redeem Bonds. If any Bond is not
redeemed when properly presented at its maturity or call date, the
City shall be obligated to pay interest on that Bond at the same
rate provided in the Bond from and after its maturity or call date
until that Bond, both principal and interest, is paid in full or
until sufficient money for its payment in full is on deposit in the
bond redemption fund hereinafter created and the Bond has been
called for payment by giving notice of that call to the registered
owner of each of those unpaid Bonds.
Section 9. Pledge of Taxes. For as long as any of the Bonds
are outstanding, the City irrevocably pledges to include in its
budget and levy taxes annually within the constitutional and
statutory tax limitations provided by law without a vote of the
electors of the City on all of the taxable property within the City
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in an amount sufficient, together with other money legally
available and to be used therefor, to pay when due the principal of
and interest on the Bonds, and the full faith, credit and resources
of the City are pledged irrevocably for the annual levy and
collection of those taxes and the prompt payment of that principal
and interest.
Section 10. Form and Execution of Bonds. The Bonds shall be
printed or lithographed on good bond paper in a form consistent
with the provisions of this ordinance and state law and shall be
signed by the Mayor and City Clerk, either or both of whose
signatures may be manual or in facsimile, and the seal of the City
or a facsimile reproduction thereof shall be impressed or printed
thereon.
Only Bonds bearing a Certificate of Authentication in the
following form, manually signed by the Bond Registrar, shall be
valid or obligatory for any purpose or entitled to the benefits of
this ordinance:
CERTIFICATE OF AUTHENTICATION
This Bond is one of the fully registered City of
Kent, Washington, Limited Tax General Obligation Bonds,
1996, [Series A (Tax-Exempt)/Series B (Taxable)],
described in the Bond Ordinance.
WASHINGTON STATE FISCAL AGENCY
Bond Registrar
By
Authorized Signer
The authorized signing of a Certificate of Authentication shall be
conclusive evidence that the Bonds so authenticated have been duly
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executed, authenticated and delivered and are entitled to the
benefits of this ordinance.
If any officer whose facsimile signature appears on the Bonds
ceases to be an officer of the City authorized to sign bonds before
the Bonds bearing his or her facsimile signature are authenticated
or delivered by the Bond Registrar or issued by the City, those
Bonds nevertheless may be authenticated, issued and delivered and,
when authenticated, issued and delivered, shall be as binding on
the City as though that person had continued to be an officer of
the City authorized to sign bonds. Any Bond also may be signed on
behalf of the City by any person who, on the actual date of signing
of the Bond, is an officer of the City authorized to sign bonds,
although he or she did not hold the required office on the date of
issuance of the Bonds.
Section 11. Bond Registrar. The Bond Registrar shall keep,
or cause to be kept, at its principal corporate trust office,
sufficient books for the registration and transfer of the Bonds,
which shall be open to inspection by the City at all times. The
Bond Registrar is authorized, on behalf of the City, to
authenticate and deliver Bonds transferred or exchanged in
accordance with the provisions of the Bonds and this ordinance, to
serve as the City's paying agent for the Bonds and to carry out all
of the Bond Registrar's powers and duties under this ordinance and
City Ordinance No. 2418 establishing a system of registration for
the City's bonds and obligations.
The Bond Registrar shall be responsible for its
representations contained in the Bond Registrar's Certificate of
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Authentication on the Bonds. The Bond Registrar may become the
owner of Bonds with the same rights it would have if it were not
the Bond Registrar and, to the extent permitted by law, may act as
depository for and permit any of its officers or directors to act
as members of, or in any other capacity with respect to, any
committee formed to protect the rights of Bond owners.
Section 12. Preservation of Tax Exemption for Interest on
Series A Bonds. The City covenants that it will take all actions
necessary to prevent interest on the Series A Bonds from being
included in gross income for federal income tax purposes, and it
will neither take any action nor make or permit any use of proceeds
of the Series A Bonds or other funds of the City treated as
proceeds of the Series A Bonds at any time during the term of the
Series A Bonds which will cause interest on the Series A Bonds to
be included in gross income for federal income tax purposes. The
City also covenants that it will, to the extent the arbitrage
rebate requirement of Section 148 of the Internal Revenue Code of
1986, as amended (the "Code"), is applicable to the Series A Bonds,
take all actions necessary to comply (or to be treated as having
complied) with that requirement in connection with the Series A
Bonds, including the calculation and payment of any penalties that
the City has elected to pay as an alternative to calculating
rebatable arbitrage, and the payment of any other penalties if
required under Section 148 of the Code to prevent interest on the
Series A Bonds from being included in gross income for federal
income tax purposes. The City certifies that it has not been
notified of any listing or proposed listing by the Internal Revenue
0239430.03
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Service to the effect that it is a bond issuer whose arbitrage
certifications may not be relied upon.
Section 13. Bonds Negotiable. The Bonds shall be negotiable
instruments to the extent provided by RCW 62A.8-102 and 62A.8-105.
Section 14. Refunding or Defeasance of the Bonds. The City
may issue refunding bonds pursuant to the laws of the State of
Washington or use money available from any other lawful source to
pay when due the principal of and interest on the Bonds, or any
portion thereof included in a refunding or defeasance plan, and to
redeem and retire, refund or defease all such then -outstanding
Bonds (hereinafter collectively called the "defeased Bonds") and to
pay the costs of the refunding or defeasance. If money and/or
direct obligations of the United States of America maturing at a
time or times and bearing interest in amounts (together with money,
if necessary) sufficient to redeem and retire, refund or defease
the defeased Bonds in accordance with their terms are set aside in
a special trust fund or escrow account irrevocably pledged to that
redemption, retirement or defeasance of defeased Bonds (hereinafter
called the "trust account"), then all right and interest of the
owners of the defeased Bonds in the covenants of this ordinance and
in the funds and accounts obligated to the payment of the defeased
Bonds (other than the trust account) shall cease and become void.
The owners of defeased Bonds shall have the right to receive
payment of the principal of and interest on the defeased Bonds from
the trust account. The City shall include in the refunding or
defeasance plan such provisions as the City deems necessary for the
random selection of any defeased Bonds that constitute less than
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all of a particular maturity of the Bonds, for notice of the
defeasance to be given to the owners of the defeased Bonds and to
such other persons as the City shall determine, and for any
required replacement of Bond certificates for defeased Bonds. The
defeased Bonds shall be deemed no longer outstanding, and the City
may apply any money in any other fund or account established for
the payment or redemption of the defeased Bonds to any lawful
purposes as it shall determine.
Notwithstanding anything in this section to the contrary, if
the principal of and/or interest due on the Bonds is paid by the
Bond Insurer pursuant to the Municipal Bond Insurance Policy, the
Bonds shall be treated as remaining outstanding for all purposes
and shall not be considered paid the City, and the covenants,
agreements and other obligations of the City to the registered
owners of the Bonds shall continue to exist, and the Bond Insurer
shall be subrogated to the rights of the registered owners.
Section 15. Bond Fund; Project Fund• and Deposit of Bond
Proceeds. There is created and established in the office of the
Finance Division Director a special fund designated as the Limited
Tax General Obligation Bond Fund, 1996 (the "Bond Fund"). Accrued
interest on the Bonds, if any, received from the sale and delivery
of the Bonds shall be paid into the Bond Fund. All taxes collected
for and allocated to the payment of the principal of and premium,
if any, and interest on the Bonds, together with other money
legally available and to be used therefor, shall be deposited in
the Bond Fund.
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There also is created and established in the office of the
Finance Division Director a special fund designated as the 1996
LTGO Bond Project Fund (the "Project Fund"). The principal
proceeds received from the sale and delivery of the Bonds shall be
paid into the Project Fund and used to pay the costs of issuance of
the Bonds. The principal proceeds of the Bonds shall be
transferred from the Project Fund to other appropriate capital
project funds or accounts of the City as required to pay the costs
of the several elements of the Project described in Section 2 of
this ordinance. Until needed to pay the costs of the Project and
costs of issuance of the Bonds, the City may invest principal
proceeds temporarily in any legal investment, and the investment
earnings may be retained in the Project Fund or applicable capital
project funds and be spent for the purposes of those funds except
that earnings subject to a federal tax or rebate requirement may be
withdrawn from those funds and used for those tax or rebate
purposes.
Section 16. Approval of Bond Purchase Contract. Lehman
Brothers Inc. of Seattle, Washington (the "Purchaser"), has
presented a purchase contract (the "Bond Purchase Contract") to the
City offering to purchase the Bonds under the terms and conditions
provided in the Bond Purchase Contract, which written Bond Purchase
Contract is on file with the City Clerk and is incorporated herein
by this reference. The City Council finds that entering into the
Bond Purchase Contract is in the City's best interest and therefore
accepts the offer contained therein and authorizes its execution by
City officials.
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The Bonds will be printed at City expense and will be
delivered to the Purchaser in accordance with the Bond Purchase
Contract, with the approving legal opinion of Foster Pepper &
Shefelman, municipal bond counsel of Seattle, Washington, regarding
the Bonds printed on each definitive Bond. Bond counsel shall not
be required to review and shall express no opinion concerning the
completeness or accuracy of any official statement, offering
circular or other sales or disclosure material issued or used in
connection with the Bonds, and bond counsel's opinion shall so
state.
The proper City officials are authorized and directed to do
everything necessary for the prompt delivery of the Bonds to the
Purchaser and for the proper application and use of the proceeds of
the sale thereof.
Section 17. Preliminary Official Statement Deemed Final. The
City Council has been provided with copies of a preliminary
official statement dated June 7, 1996 (the "Preliminary Official
Statement"), prepared in connection with the sale of the Bonds.
For the sole purpose of the Bond Purchaser's compliance with the
United States Securities and Exchange Commission ("SEC") Rule 15c2 -
12(b)(1), the City "deems final" that Preliminary Official
Statement as of its date, except for the omission of information as
to offering prices, interest rates, selling compensation, aggregate
principal amount, principal amount per maturity, maturity dates,
options of redemption, delivery dates, ratings and other terms of
the Bonds dependent on such matters.
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Section 18. Undertaking to Provide Continuing Disclosure. To
meet the requirements of SEC Rule 15c2 -12(b)(5) (the "Rule"), as
applicable to a participating underwriter for the Bonds, the City
makes the following written undertaking (the "Undertaking") for the
benefit of holders of the Bonds:
(a) Undertaking to Provide Annual Financial
Information and Notice of Material Events. The City
undertakes to provide or cause to be provided, either
directly or through a designated agent:
(i) To each nationally recognized municipal
securities information repository designated by the
SEC in accordance with the Rule ("NRMSIR") and to
a state information depository, if any, established
in the state of Washington (the "SID") annual
financial information and operating data of the
type included in the final official statement for
the Bonds and described in Section 18(b) ("annual
financial information");
(ii) To each NRMSIR or the Municipal
Securities Rulemaking Board ("MSRB"), and to the
SID, timely notice of the occurrence of any of the
following events with respect to the Bonds, if
material: (1) principal and interest payment
delinquencies; (2) non-payment related defaults;
(3) unscheduled draws on debt service reserves
reflecting financial difficulties; (4) unscheduled
draws on credit enhancements reflecting financial
difficulties; (5) substitution of credit or
liquidity providers, or their failure to perform;
(6) adverse tax opinions or events affecting the
tax-exempt status of the Bonds; (7) modifications
to rights of holders of the Bonds; (8) Bond calls
(other than scheduled mandatory redemptions of Term
Bonds); (9) defeasances; (10) release,
substitution, or sale of property securing
repayment of the Bonds; and (11) rating changes;
and
(iii) To each NRMSIR or to the MSRB, and to
the SID, timely notice of a failure by the City to
provide required annual financial information on or
before the date specified in Section 18(b).
(b) Type of Annual Financial Information Undertaken
to be Provided. The annual financial information that
the City undertakes to provide in Section 18(a):
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W Shall consist of (1) annual financial
statements; (2) a statement of the City's general
obligation debt service requirements; and (3) an
update of the information set forth in Table 1--
Remaining General Obligation Debt Capacity;
Table 4--Tax Levy Rate History; Table 5--Property
Tax Collection Record; and Table 6--Excise Tax
Collection Record, of the Preliminary Official
Statement;
(ii) Shall be prepared in accordance with
applicable generally accepted accounting principles
promulgated by the Government Accounting Standards
Board ("GASB") , as such principles may be changed
from time to time by GASB or its successor;
(iii) Shall not be audited, except, however,
that if and when audited financial statements are
otherwise prepared and available to the City they
will be provided;
(iv) Shall be provided to each NRMSIR and
the SID, not later than the last day of the ninth
month after the end of each fiscal year of the City
(currently, a fiscal year ending December 31), as
such fiscal year may be changed as required or
permitted by State law, commencing with the City's
fiscal year ending December 31, 1996; and
(v) May be provided in a single or multiple
documents, and may be incorporated by reference to
other documents that have been filed with each
NRMSIR and the SID, or, if the document
incorporated by reference is a "final official
statement" with respect to other obligations of the
City, that has been filed with the MSRB.
(c) Amendment of Undertaking. The Undertaking is
subject to amendment after the primary offering of the
Bonds without the consent of any holder of any Bond, or
of any broker, dealer, municipal securities dealer,
participating underwriter, rating agency, NRMSIR, the SID
or the MSRB, under the circumstances and in the manner
permitted by the Rule.
The City will give notice to each NRMSIR or the
MSRB, and the SID, of the substance (or provide a copy)
of any amendment to the Undertaking and a brief statement
of the reasons for the amendment. If the amendment
changes the type of annual financial information to be
provided, the notice also will include a narrative
explanation of the effect of that change on the type of
information to be provided.
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(d) Beneficiaries. The Undertaking evidenced by
this Section 18 shall inure to the benefit of the City
and any holder of Bonds, and shall not inure to the
benefit of or create any rights in any other person.
(e) Termination of Undertaking. The City's
obligations under this Undertaking shall terminate upon
the legal defeasance of all of the Bonds. In addition,
the City's obligations under this Undertaking shall
terminate if those provisions of the Rule which require
the City to comply with this Undertaking become legally
inapplicable in respect of the Bonds for any reason, as
confirmed by an opinion of nationally recognized bond
counsel or other counsel familiar with federal securities
laws delivered to the City, and the City provides timely
notice of such termination to each NRMSIR or the MSRB and
the SID.
(f) Remedy for Failure to Comply with Undertaking.
As soon as practicable after the City learns of any
failure to comply with the Undertaking, the City will
proceed with due diligence to cause such noncompliance to
be corrected. No failure by the City or other obligated
person to comply with the Undertaking shall constitute a
default in respect of the Bonds. The sole remedy of any
holder of a Bond shall be to take such actions as that
holder deems necessary, including seeking an order of
specific performance from an appropriate court, to compel
the City or other obligated person to comply with the
Undertaking.
(g) Designation of official Responsible to
Administer Undertaking. The Finance Division Director of
the City or his or her designee (or such other officer of
the City who may in the future perform the duties of the
Finance Division Director) is authorized and directed in
his or her discretion to take such further actions as may
be necessary, appropriate or convenient to carry out the
Undertaking of the City in respect of the Bonds set forth
in this Section 18 and in accordance with the Rule,
including, without limitation, the following actions:
(i) Preparing and filing the annual
financial information undertaken to be provided;
(ii) Determining whether any event specified
in Section 18(a) has occurred, assessing its
materiality with respect to the Bonds, and, if
material, preparing and disseminating notice of its
occurrence;
(iii) Determining whether any person other
than the City is an "obligated person" within the
meaning of the Rule with respect to the Bonds, and
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obtaining from such person an undertaking to
provide any annual financial information and notice
of material events for that person in accordance
with the Rule;
(iv) Selecting, engaging and compensating
designated agents and consultants, including but
not limited to financial advisors and legal
counsel, to assist and advise the City in carrying
out the Undertaking; and
(v) Effecting any necessary amendment of
the Undertaking.
Section 19. Bond Insurance. The City Council finds that it
is in the City's best interest to purchase, and that a savings will
result from purchasing, the Municipal Bond Insurance Policy for the
Bonds. The City shall purchase from the Bond Insurer the Municipal
Bond Insurance Policy insuring the prompt payment of the principal
of and interest on the Bonds and agrees to the conditions for
obtaining that policy, including the payment of the premium
therefor and the following provisions entitled "Payments under the
Policy" required by the Bond Insurer to be included in this
ordinance:
"A. In the event that, on the second Business Day, and
again on the Business Day, prior to the payment date on the
Obligations, the Paying Agent [the Bond Registrar] has not
received sufficient moneys to pay all principal of and
interest on the Obligations due on the second following or
following, as the case may be, Business Day, the Paying Agent
shall immediately notify the Insurer or its designee on the
same Business Day by telephone or telegraph, confirmed in
writing by registered or certified mail, of the amount of the
deficiency.
"B. If the deficiency is made up in whole or in part
prior to or on the payment date, the Paying Agent shall so
notify the Insurer or its designee.
"C. In addition, if the Paying Agent has notice that any
Bondholder has been required to disgorge payments of principal
or interest on the Obligation to a trustee in Bankruptcy or
creditors or others pursuant to a final judgment by a court of
competent jurisdiction that such payment constitutes a
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voidable preference to such Bondholder within the meaning of
any applicable bankruptcy laws, then the Paying Agent shall
notify the Insurer or its designee of such fact by telephone
or telegraphic notice, confirmed in writing by registered or
certified mail.
"D. The Paying Agent is hereby irrevocably designated,
appointed, directed and authorized to act as attorney-in-fact
for Holders of the Obligations as follows:
"1. If and to the extent there is a
deficiency in amounts required to pay interest on
the Obligations, the Paying Agent shall (a) execute
and deliver to State Street Bank and Trust Company,
N.A., or its successors under the Policy (the
"Insurance Paying Agent"), in form satisfactory to
the Insurance Paying Agent, an instrument
appointing the Insurer as agent for such Holders in
any legal proceeding related to the payment of such
interest and an assignment to the Insurer of the
claims for interest to which such deficiency
relates and which are paid by the Insurer, (b)
receive as designee of the respective Holders (and
not as Paying Agent) in accordance with the tenor
of the Policy payment from the Insurance Paying
Agent with respect to the claims for interest so
assigned, and (c) disburse the same to such
respective Holders; and
112. If and to the extent of a deficiency in
amounts required to pay principal of the
Obligations, the Paying Agent shall (a) execute and
deliver to the Insurance Paying Agent in form
satisfactory to the Insurance Paying Agent an
instrument appointing the Insurer as agent for such
Holder in any legal proceeding relating to the
payment of such principal and an assignment to the
Insurer of any of the Obligation surrendered to the
Insurance Paying agent of so much of the principal
amount thereof as has not previously been paid or
for which moneys are not held by the Paying Agent
and available for such payment (but such assignment
shall be delivered only if payment from the
Insurance Paying Agent is received), (b) receive as
designee of the respective Holders (and not as
Paying Agent) in accordance with the tenor of the
Policy payment therefor from the Insurance Paying
Agent, and (c) disburse the same to such Holders.
"E. Payments with respect to claims for interest on and
principal of Obligations disbursed by the Paying Agent from
proceeds of the Policy shall not be considered to discharge
the obligation of the Issuer with respect to such Obligations,
and the Insurer shall become the owner of such unpaid
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Obligations and claims for the interest in accordance with the
tenor of the assignment made to it under the provisions of
this subsection or otherwise.
"F. Irrespective of whether any such assignment is
executed and delivered, the Issuer and the Paying Agent hereby
agree for the benefit of the Insurer that:
"1. They recognize that to the extent the
Insurer makes payments, directly or indirectly (as
by paying through the Paying Agent), on account of
principal of or interest on the Obligations, the
Insurer will be subrogated to the rights of such
Holders to receive the amount of such principal and
interest from the Issuer, with interest thereon as
provided and solely from the sources stated in this
Indenture and the Obligations; and
"2. They will accordingly pay to the Insurer
the amount of such principal and interest
(including principal and interest recovered under
subparagraph (ii) of the first paragraph of the
Policy, which principal and interest shall be
deemed past due and not to have been paid), with
interest thereon as provided in this Indenture and
the Obligations, but only from the sources and in
the manner provided herein for the payment of
principal of and interest on the Obligations to
Holders, and will otherwise treat the Insurer as
the owner of such rights to the amount of such
principal and interest.
"G. In connection with the issuance of additional
Obligations, the Issuer shall deliver to the Insurer a copy of
the disclosure document, if any, circulated with respect to
such additional Obligations.
"H. Copies of any amendments made to the documents
executed in connection with the issuance of the Obligations
which are consented to by the Insurer shall be sent to
Standard & Poor's Corporation.
"I. The Insurer shall receive notice of the resignation
or removal of the Paying Agent and the appointment of a
successor thereto.
"J. The Insurer shall receive copies of all notices
required to be delivered to Bondholders and, on an annual
basis, copies of the Issuer's audited financial statements and
Annual Budget.
"Notices: Any notice that is required to be given to a
holder of the Obligation or to the Paying Agent pursuant to
the Indenture shall also be provided to the Insurer. All
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notices required to be given to the Insurer under the
Indenture shall be in writing and shall be sent by registered
or certified mail addressed to MBIA Insurance Corporation, 113
King Street, Armonk, New York 10504 Attention:
Surveillance."
Section 20. Temporary Bonds. Pending the printing, execution
and delivery to the Purchaser of definitive Bonds, the City may
cause to be executed and delivered to the Purchaser a single
temporary Bond of each series in the total principal amount of the
Bonds. The temporary Bonds shall bear the same date of issuance,
interest rates, principal payment dates and terms and covenants as
the definitive Bonds, shall be issued as fully registered Bonds in
the name of the Purchaser, and otherwise shall be in a form
acceptable to the Purchaser. The temporary Bonds shall be
exchanged for definitive Bonds as soon as they are printed,
executed and available for delivery.
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Section 21. This ordinance shall take effect and be in force
five (5) days from and after its passage and five (5) days
following its publication as required by law.
6
By
JIM W E, Mayor
ATTEST:
i
BRENDA JACOBER,Cit Clerk
APPROVED AS TO .
Special Counsel and Bond
Counsel for the City
Passed the 1Y day of June, 1996.
Approved the 1Y day of June, 1996.
Published the -1 day of June, 1996.
I certify that this is a true copy of Ordinance No. 3 ;C1
passed by the City Council of the City of Kent, Washington, and
approved by the Mayor of the City of Kent as hereon indicated.
` SEAL
BRENDA JACOBER, ity Clerk
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