CC Resolution No. 1219 2354
RESOLUTION NO. 1219
BAYTOWN
RESOLUTION NO.
A RESOLUTION APPROVING THE RESOLUTION PASSED BY THE
BAYTOWN INDUSTRIAL DEVELOPMENT CORPORATION
RELATING TO THE ISSUANCE, SALE AND DELIVERY OF ITS
INDUSTRIAL DEVELOPMENT REFUNDING REVENUE BONDS
(WAL-MART STORES, INC. PROJECT) SERIES 1994, FOR THE
PURPOSE OF FUNDING THE REDEMPTION OF $2,660,000
AGGREGATE PRINCIPAL AMOUNT OF ITS INDUSTRIAL
DEVELOPMENT REVENUE BONDS (WAL-MART STORES, INC.
PROJECT) DATED NOVEMBER 1, 1984; AND OTHER MATTERS IN
CONNECTION THEREWITH
WHEREAS,the City of Baytown, Texas (the"Unit") has authorized and approved
the creation and articles of incorporation of the Baytown Industrial Development
Corporation (the "Corporation") in accordance with the Development Corporation Act
of 1979, as amended, Texas Revised Civil Statutes Annotated Article 5190.6 (the "Act");
and
WHEREAS, by resolution (the "Bond Resolution') approved and adopted on
September 8, 1994, the Board of Directors of the Corporation authorized the issuance,
sale and delivery of $2,660,000 aggregate principal amount of its Industrial
Development Refunding Revenue Bonds(Wal-Mart Stores,Inc. Project)Series 1994(the
"Bonds"), for the purpose of refunding $2,660,000 of the Corporation's Industrial
Development Revenue Bonds (Wal-Mart Stores, Inc. Project) dated November 1, 1984,
which were issued to provide funds for the acquisition and construction of a project
consisting of an approximately 79,900 square foot retail store facility located at 4900
Garth Road, Baytown, Texas 77520, with necessary parking, including all necessary
furnishings and fixtures in connection therewith, which project has been constructed
and is being leased and operated by Wal-Mart Stores, Inc.; and
WHEREAS, to comply with the provisions of the Act and the bylaws of the
Corporation, the Unit desires to approve the Bond Resolution;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
BAYTOWN, TEXAS:
Section 1: That the City Council hereby approves the Bond Resolution, a copy
of which is attached hereto as Exhibit "A", and the issuance, sale and delivery of the
Bonds pursuant thereto.
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Section 2: That the Mayor, City Manager, and the City Clerk hereby are
authorized jointly and severally to executive and deliver all documents necessary to
effectuate the purposes of the Bond Resolution including,but not limited to, seeking the
approval of the Texas Attorney General of the Bonds.
Section 3: The recitals contained in the preamble hereof are hereby found to be
true, and such recitals are hereby made a part of this Resolution for all purposes and
are adopted as a part of the judgment and findings of the City Council.
Section 4: All ordinances and resolutions, or parts thereof, which are in conflict
or inconsistent with any provision of this Resolution are hereby repealed to the extent
of such conflict, and the provisions of this Resolution shall be and remain controlling
as to the matters resolved herein.
Section 5: This Resolution shall be construed and enforced in accordance with
the laws of the State of Texas and the United States of America.
Section 6: If any provision of this Resolution or the application thereof to any
person or circumstance shall be held to be invalid, the remainder of this Resolution and
the application of such provision to other persons and circumstances shall nevertheless
be valid, and this City Council hereby declares that this Resolution would have been
enacted without such invalid provision.
Section 7: It is officially found, determined, and declared that the meeting at
which this Resolution is adopted was open to the public and public notice of the time,
place, and subject matter of the public business to be considered at such meeting,
including this Resolution, was given, all as required by Chapter 551, as amended, Texas
Government Code.
Section 8: This Resolution shall be in force and effect from and after its final
passage, and it is so resolved.
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PASSED AND APPROVED this 8th day of September, 1994.
Mayor
ATTEST:
,A2�
City Clerk
(SEAL)
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EXHIBIT A
BOND RESOLUTION ADOPTED BY THE BAYTOWN
INDUSTRIAL DEVELOPMENT CORPORATION
0117442 A-1
BAYTOWN
RESOLUTION AUTHORIZING THE ISSUANCE, SALE AND
DELIVERY OF THE BAYTOWN INDUSTRIAL DEVELOPMENT
CORPORATION INDUSTRIAL DEVELOPMENT REFUNDING
REVENUE BONDS (WAL-MART STORES, INC. PROJECT)
SERIES 1994,FOR THE PURPOSE OF FUNDING THE REDEMPTION
OF $2,660,000 AGGREGATE PRINCIPAL AMOUNT OF THE
BAYTOWN INDUSTRIAL DEVELOPMENT CORPORATION
INDUSTRIAL DEVELOPMENT REVENUE BONDS (WAL-MART
STORES, INC. PROJECT) DATED NOVEMBER 1, 1984; AND OTHER
MATTERS IN CONNECTION THEREWITH
WHEREAS, the Baytown Industrial Development Corporation (the "Issuer"), a
non-profit corporation organized with the approval of the City of Baytown, Texas
(the "Unit"), and existing pursuant to the Development Corporation Act of 1979,
Article 5190.6, Vernon's Annotated Texas Civil Statutes, as amended (the "Act"), is
empowered to finance the cost of projects located within the boundaries of the Unit to
develop new and expanded industrial, commercial and manufacturing facilities to
promote and encourage employment and the public welfare by the issuance of
obligations of the Issuer;
WHEREAS, the Issuer is authorized by the Act to acquire, construct, improve,
maintain, equip and furnish, and to lease or sell projects;
WHEREAS, the Issuer is further authorized by the Act to issue its bonds for the
purpose of refunding bonds then outstanding and previously issued under the Act;
WHEREAS, pursuant to an Indenture of Trust and Mortgage (the "Original
Indenture") dated as of November 1, 1984,between the Issuer and Commercial National
Bank in Shreveport, as trustee,the Issuer issued$2,660,000 aggregate principal amount
of its Industrial Development Revenue Bonds (Wal-Mart Stores, Inc. Project) (the
"Refunded Bonds"), for the purpose of financing the construction and acquisition of a
project (the 'Project") consisting of an approximately 34,875 square foot retail
department store facility, with necessary parking, including all necessary furnishings
and fixtures, located at 4900 Garth Road, Baytown, Texas 77520;
WHEREAS, the Project has been constructed and is being leased by the Issuer
to Wal-Mart Stores, Inc. (the "Company") pursuant to a Lease Agreement (the "Original
Lease Agreement"), dated as of November 1, 1984, between the Issuer and the
Company;
WHEREAS, the Company has requested that the Issuer refinance the Project
through the issuance of refunding bonds;
0117327
EXHIBIT A
WHEREAS, in view of the currently favorable market conditions, it is considered
essential that the refinancing of the Project be completed at the earliest practicable
date;
WHEREAS, pursuant to Section 301 of the Original Indenture, the Refunded
Bonds may be redeemed in whole or in part on any May 1 or November 1 at the option
of the Issuer at the request of the Company;
WHEREAS, pursuant to Section 9.2 of the Original Lease Agreement, the Issuer
is required to take all action necessary to redeem the Refunded Bonds in accordance
with their terms and the terms of the Original Indenture at the request of the
Company;
WHEREAS, at the request of the Company, and to promote and encourage the
public purposes of the Issuer, it is proposed that the Issuer issue a series of its
industrial development refunding revenue bonds to be known as 'Baytown Industrial
Development Corporation Industrial Development Refunding Revenue Bonds(Wal-Mart
Stores, Inc. Project) Series 1994" (the 'Bonds"), for the purpose of refunding a portion
of the Refunded Bonds; and
WHEREAS, proposed forms of the following documents relating to the Bonds
have been made available to the Board of Directors of the Issuer for their review:
(1) Lease Agreement (the "Lease Agreement"), to be dated as of
September 1, 1994, between the Issuer and the Company;
(2) Trust Indenture (the "Trust Indenture"), to be dated as of
September 1, 1994, between the Issuer and Commercial National Bank in Shreveport
(the "Trustee"), as trustee;
(3) Escrow Deposit Agreement (the "Escrow Agreement"), to be dated as of
September 1, 1994, among the Issuer, the Company and the Trustee, as escrow trustee;
(4) Bond Purchase Agreement (the 'Bond Purchase Agreement"), to be dated
as of September 16, 1994, among the Issuer, the Company and Stephens Inc.
(the "Underwriter");
(5) Guaranty Agreement (the "Guaranty Agreement"), to be dated as of
September 1, 1994 between the Company and the Trustee;
(6) Form of Release of Indenture of Trust and Mortgage, Lease Agreement
and certain other documents related thereto (the "Act of Release") to be executed by the
Issuer, the Trustee and the Company;
(7) Preliminary Official Statement (the "POS") to be dated
September _, 1994;
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and the Secretary of the Issuer has been directed to file the foregoing documents with
the minutes of the meeting at which this resolution was adopted; and
WHEREAS, the Issuer hereby finds and determines that the adoption of this
resolution is in the best interests of the citizens of the Unit, now, therefore,
BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE BAYTOWN
INDUSTRIAL DEVELOPMENT CORPORATION THAT:
Section 1. The Issuer hereby confirms its findings and determinations made in
connection with the authorization of the Refunded Bonds that the Project is (a) suitable
for the promotion of commercial development and expansion of manufacturing and
industrial facilities, for the promotion of employment in, and the public welfare of, the
Unit and for use by commercial, manufacturing or industrial enterprises and
(b) furtherance of the public purposes of the Act.
Section 2. The Issuer shall issue the Bonds in an aggregate principal amount not
to exceed $2,660,000. The Bonds shall be serial and/or term bonds as determined by
the President or any Vice President of the Issuer at the time of the marketing of the
Bonds, shall mature on such date or dates on or prior to November 1, 2009 as the
President or any Vice President of the Issuer may determine at the time of the
marketing of the Bonds, and shall contain such other terms as shall be set forth in the
Indenture. The proceeds of the Bonds, together with a cash contribution from the
Company, if any, shall be delivered to the Trustee, in its capacity as paying agent for
the Refunded Bonds, and shall be used to fund the redemption price of the Refunded
Bonds pursuant to Section 301(d) of the Original Indenture, at a redemption price of
100% of the outstanding principal amount thereof, plus a redemption premium of 3%,
plus accrued interest thereon to the redemption date. The officers of the Issuer hereby
are authorized and directed to take all action necessary to cause the redemption of
$2,660,000 aggregate principal amount of the Refunded Bonds on November 1, 1994,
pursuant to the Original Indenture. The sale of the Bonds to the Underwriter pursuant
to the Bond Purchase Agreement at a price equal to 100% of the par amount thereof
and an interest rate or rates of between 2% and 8% per annum [such rate or rates to
be determined by the President or any Vice President of the Issuer pursuant to the
execution of a certificate (the "Approval Certificate") at such time as the Bonds are
marketed and to be based on interest rates payable on tax-exempt securities of
comparable credit worthiness and terms as that of the Bonds] is hereby authorized and
approved. Any determination of a term or terms of the Bonds by the President or a
Vice President of the Issuer pursuant hereto shall be set forth in the Bond Purchase
Agreement or the Approval Certificate, and such determination shall be conclusively
evidenced by the execution of the Bond Purchase Agreement or the Approval Certificate
by the President or any Vice President on behalf of the Issuer.
Section 3. The Bonds shall be issued in compliance with and under the authority
of the provision of the Act, this Resolution and the Indenture. Additional bonds may
be issued on a parity with the Bonds in accordance with the provisions and limitations
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set forth in the Indenture. To the extent required, the Issuer hereby makes and
authorizes the making of the election of the $10,000,000 limit in connection with the
Bonds under and pursuant to Section 144(a)(4) of the Internal Revenue Code of 1986,
as amended.
Section 4. The Bonds shall be special, limited obligations of the Issuer payable
solely from the funds of the Issuer derived from or in connection with the sale or lease
of the Project, and the Bonds shall never constitute an indebtedness, liability, general,
special or moral obligation, pledge or loan of the faith or credit or taxing power of the
State of Texas, the Unit, or of any other political subdivision or municipal or political
corporation or governmental unit, nor shall the Bonds ever be deemed to be an
obligation or agreement of any officer, director, agent or employee of the Issuer, in any
capacity, and the Bonds shall never be paid in whole or in part out of any funds to be
raised by taxation or any other funds of the Unit.
Section 5. The Indenture, the Lease Agreement, the Escrow Agreement, the
Guaranty Agreement, and the Bond Purchase Agreement, and the performance by the
Issuer of its obligations thereunder, hereby are approved and adopted in all respects.
The President, any Vice President, the Treasurer, the Secretary and any Assistant
Secretary are hereby authorized and directed to execute and deliver the Indenture, the
Lease Agreement, the Escrow Agreement, the Guaranty Agreement, and the Bond
Purchase Agreement for and on behalf of the Issuer in substantially the forms
presented to the Board of Directors in the manner provided in the Issuer's bylaws, with
such changes thereto as any such officer may approve in his or her absolute discretion
(any such officer's approval to be conclusively evidenced by his execution and delivery
of such documents on behalf of the Issuer). The form, terms, covenants and conditions
of the Bonds set forth in the Indenture hereby are authorized, approved and adopted.
The President, any Vice President, the Treasurer, the Secretary and any Assistant
Secretary of the Issuer are hereby authorized and directed to execute the Bonds in the
manner provided in the Issuer's bylaws, or have their facsimile signatures placed upon
the Bonds, and each is hereby authorized and directed to deliver the Bonds, and the
seal of the Issuer is hereby authorized and directed to be affixed or placed in facsimile
on the Bonds.
Section 6. The officers of the Issuer are each hereby authorized to execute,
attest, affix the Issuer's seal to, and deliver, or to accept delivery of, any and all other
agreements, assignments, bonds, certificates, contracts, documents, instruments,
releases, financing statements, letters of instruction, written requests, and other
papers,whether or not mentioned herein, as may be necessary or convenient to carry
out or assist in carrying out the purposes of this Resolution and the issuance of the
Bonds, including, without limitation, the following: General Certificate, Approval
Certificate, a Certificate as to Tax-Exemption, an Investment Instructions Letter, an
Order to Authenticate and Deliver Bonds, a Certificate as to Specimen Bond, a Cross
Receipt, an IRS Form 8038, and all documents required to be filed with the Texas
Department of Commerce and Texas Attorney General.
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Section 7. After the passage of this Resolution, the President of the Issuer shall
have the custody and charge of the Bonds and when the same have been prepared in
accordance with these proceedings, he shall cause them to be delivered to the Attorney
General of the State of Texas for approval and to the Comptroller of Public Accounts
of the State of Texas for registration, after which they shall be held for delivery to the
initial purchasers of the Bonds.
Section 8. The Board of Directors hereby deems the POS "final' as of its date
solely for purposes of satisfying the requirements of Rule 15c2-12 promulgated by the
Securities and Exchange Commission. The Issuer hereby authorizes and approves the
use and distribution of the POS by the Underwriter in connection with the sale of the
Bonds. The officers of the Issuer hereby are authorized and directed to cause to be
prepared a definitive official statement relating to the Bonds (the "Official Statement"),
which shall be in substantially the form as the POS with such changes as are required
to reflect the definitive terms of the Bonds, the Indenture, the Lease Agreement, the
Escrow Agreement, and the Guaranty Agreement, and such other changes as the
officers of the Issuer, or any of them, may approve (such approval to be conclusively
evidenced by the execution of the Official Statement on behalf of the Issuer). The
Issuer hereby authorizes and approves the use and distribution of the Official
Statement, as so prepared,by the Underwriter in connection with the sale of the Bonds.
The President and each Vice President of the Issuer hereby are each severally
authorized and directed to execute the Official Statement on behalf of and in the name
of the Issuer.
Section 9. Commercial National Bank in Shreveport, a national banking
association with its principal corporate trust office in Shreveport, Louisiana, is hereby
appointed as initial trustee, registrar, and paying agent for the Bonds.
Section 10. Each of the President, any Vice President, the Secretary and any
Assistant Secretary of the Issuer are hereby severally authorized to execute and deliver
to the Trustee the written order of the Issuer for the authentication and delivery of the
Bonds by the Trustee in accordance with the Indenture.
Section 11. All action (not inconsistent with provisions of this Resolution)
heretofore taken by the Board and officers of the Issuer directed toward the issuance
of the Bonds is hereby ratified, approved, and confirmed.
Section 12. The officers of the Issuer shall take all action in conformity with the
Act, if necessary, or reasonably required to effectuate the issuance of the Bonds and the
redemption of the Refunded Bonds, and take all action necessary effect to, and
consummating the transactions contemplated by this Resolution.
Section 13. No stipulation, obligation, or agreement herein contained or
contained in the Indenture, the Bonds, the Lease Agreement, the Act of Release, the
Escrow Agreement, the Guaranty Agreement, the Preliminary Official Statement, the
final Official Statement,the Bond Purchase Agreement,or any other instrument related
0117327 -5-
to the issuance of the Bonds shall be deemed to be a stipulation, obligation, or
agreement of any officer, director, agent or employee of the Issuer in his or her
individual capacity, and no such officer, director, agent or employee shall be personally
liable on the Bonds or be subject to personal liability or accountability by reason of the
issuance thereof.
Section 14. The Issuer hereby consents to the payment by the Company for all
fees required by the Texas Attorney General and Texas Department of Commerce as
a condition precedent to the issuance of the Bonds. The Issuer hereby waives any and
all rules and regulations of the Issuer with respect to application procedures,
inducement and indemnity agreements and fees in connection with this financing on
the grounds that this financing is a refunding of the Prior Bonds; provided that the
Company shall pay the Issuer's legal fees and expenses in connection herewith.
Section 15. The issuance of the Bonds by the Issuer shall be further subject to
(i) the presentation by the Company to the Issuer, within 60 days of the date hereof,
of financing documents, and such other agreements, instruments and documents related
to the issuance of the Bonds and the Project as the Issuer shall require, satisfactory in
form and substance to the Issuer and Bond Counsel, and (ii) the approving opinions of
the Attorney General of the State of Texas to the effect that the Bonds are validly
issued in accordance with the laws of the State of Texas and of Bond Counsel to the
effect that the Bonds are validly issued in accordance with the laws of the State of
Texas and that the interest earned thereon is excludable from the gross income of the
recipients thereof for the purpose of federal income taxation under existing statutes,
regulations, published rulings and judicial decisions.
Section 16. After any of the Bonds are issued, this Resolution shall be and
remain in effect until the Bonds and interest thereon shall have been fully paid or
provisions for payment shall have been made pursuant to the Indenture.
Section 17. If any section, paragraph, clause, or provision of the Resolution shall
be held to be invalid or unenforceable, the invalidity or unenforceability of such section,
paragraph, clause, or provision shall not affect any of the remaining provisions of this
Resolution. In case any obligation of the Issuer authorized or established by this
Resolution or the Bonds is held to be in violation of law as applied to any person or in
any circumstance, such obligation shall be deemed to be the obligation of the Issuer to
the fullest extent permitted by law.
Section 18. This Resolution shall be in full force and effect immediately upon
its approval and adoption, and all other resolutions previously adopted by the Board
of Directors which conflict with this Resolution are hereby repealed, but only to the
extent that such resolutions conflict with this Resolution.
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APPROVED AND ADOPTED THIS Sth day of September, 1994.
President, Board of Directors
(SEAL)
ATTEST:
Secretary, Board of Directors
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