HomeMy WebLinkAboutResolution - 819 - Designation Of Depository & Contract - TCBNA - Custody Of Funds - 05_28_1981JCR:cl
RESOLUTION
I
RESOLUTION NO. 819 - 5/28/,Sl
t
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
TRAT the Mayor of the City of Lubbock BE and is hereby authorized and
directed to execute for and on behalf of the City of Lubbock a Designation of
Depository and Contract for the custody of the funds of the City of Lubbock,
Texas, between Texas Commerce Bank National Association and the City of Lub-
bock, Texas, attached herewith which shall be spread upon the minutes of the
4 Council and as spread upon the minutes of this Council shall constitute and be
a part of this Resolution as if fully copied herein in detail.
Passed by the City Council this 28th day of pay ,1981.
� e,.,;Jj
BILL cALI ER, MAYOR
ATTEST:
Evelyn Ga a,3it c tary-Treasurer
Lam' � ,
APPRO D AS TO FORM:
C. Ross, Jr., City Attorney
RESOLUTION NO. 819-5/28/81
DESIGNATION OF DEPOSITORY
L�'1) AND
CONTRACT FOR THE CUSTODY OF
THE FUNDS OF THE CITY OF LUBBOCK, TEXAS
THE STATE OF TEXAS §
COUNTY OF LUBBOCK §
THIS CONTRACT made and entered into on this the 28th day of May, 1981, by
and between TEXAS COMMERCE BANK NATIONAL ASSOCIATION, LUBBOCK, TEXAS, a National
Banking Corporation, acting by and through its duly authorized officers (herein-
after referred to as Bank), and THE CITY OF LUBBOCK, a Home Rule Municipal
Corporation, chartered under the laws of the State of Texas, with its domicile
in Lubbock County, Texas, acting herein by and through its duly authorized
officers, (hereinafter referred to as City):
WITNESSETH:
The governing body of the City of Lubbock does hereby designate the Bank
as Depository of the City funds and the City of Lubbock has deposited, and
will deposit from time to time funds of such City with Bank and Bank does
hereby agree to accept such deposit or deposits; and such deposits shall be
made on the following terms and conditions:
I.
The term of this Contract shall be two (2) years commencing on the 31st
day of May 1981, and ending on the 31st day of May 1983. However, both parties
to this agreement shall meet on or before April 1, 1982, and if this agreement
is extended as hereinafter provided the parties shall meet on or before April
1st, of each succeeding year for the purposes of renegotiating the terms set
forth in Exhibit A attached hereto and made a part hereof for all purposes.
If both parties agree to the terms in Exhibit A as renegotiated, then in
such event there shall be added automatically a one (1) year extension to the
full remaining term of this contract.
If both parties agree to renegotiate the terms in Exhibit A as hereivabove
provided and the parties come to an agreement on such terms, such agreement
shall be reduced to writing marked Exhibit A and such renegotiated Exhibit A
shall be dated, executed by both parties, and attached to this contract and
shall then supersede the original or former Exhibit A. However, it is agreed
between the parties that any such renegotiation of Exhibit A shall be for the
years subsequent to May 31, 1983 it being the intention of the parties hereto
that the original Exhibit A attached hereto shall be effective from the 31st
day of May, 1981 until the 31st day of May, 1983.
If both parties hereto at anytime fail to agree on the terms to be,
contained in Exhibit A, as renegotiated then in such event the remaining year
on the original contract or the remaining year on the contract as extended
shall be discharged by both parties hereto and thereafter the obligations of
both parties under this agreement shall cease and this agreement shall terminate.
II.
All funds deposited with the Texas Commerce Bank National Association,
Lubbock, Texas by the City of Lubbock will be secured by pledge of United
States Bonds, Certificates of Indebtedness of the United States, Treasury Notes
of the United States, and other evidence of indebtedness of the United States
which are guaranteed as to both principal and interest by the United States
Government, bonds of the State of Texas, or any county, city, town, independent
school district, common school district or other school districts, in the State
of Texas, or bonds issued under the Federal Farm Loan Act, or road districts,
bonds, pledges or other evidences of indebtedness issued by the Board of Re-
gents of the University of Texas, notes or bonds secured by mortgages insured
and debentures issued by the Federal Housing Administrator of the United States
Government; in shares or share accounts of any building and loan association
organized under the laws of this state, provided the payment of such shares or
share accounts is insured by the Federal Savings and Loan Insurance Corpora-
tion, and in the shares or share accounts of any Federal Savings and Loan
Association domiciled in this state, provided the payment of such shares or
share accounts is insured by the Federal Savings and Loan Insurance Corpora-
tion; bank acceptances of banks having a capital stock of not less than Five
Hundred Thousand ($500,000.00) Dollars, and bonds issued by municipal corpora-
tions in Texas. All securities pledged shall be direct obligations having a
par value or market value when less than par, exclusive of accrued interest, at
all times at least equal to the total amount of money on deposit in said
several funds on deposit in the depository. Such securities so pledged shall
be approved as to kind and value by the governing body of the City of Lubbock.
The Bank hereby agrees to pay to the City interest on time deposits with
the Bank held in the form of certificates of deposit with minimum and maximum
maturity from the date of issuance to date of maturity of 30 days and 182 days,
respectively, at the rate set forth in Exhibit A. Interest payable to the City
pursuant hereto shall be simple interest calculated on the basis of a 365 day
year and shall be paid upon the maturity of such certificates of deposit.
IV.
Bank will honor all overdrafts of the City to an amount not exceeding
three million dollars and Bank may elect to honor overdrafts exceeding three
million dollars. Bank will charge City a rate of interest, as set forth in
Exhibit A attached hereto and made a part hereof, for handling any and all
overdrafts. Overdrafts will be considered temporary, unless they exceed ten
(10) calendar days, at which time the overdrafts will be cleared.
V.
Loans, when requested by City, will be made to City to an amount not to
exceed three million dollars. On any loan in excess of three million dollars
Bank shall have full discretion on whether or not to grant such loan and will
notify City as soon as possible of its decision in this regard.
Loans are to be direct indebtedness of the City of Lubbock, to be made
within each fiscal year of the City. This is not intended for long term indebt-
edness.
Bank will charge City interest on all loans as set forth in Exhibit A
attached hereto and made a part hereof.
VI.
For and in consideration of the agreements contained in Exhibit A, Bank
will furnish to City all necessary and customary banking services including, by
way of illustration but not limitation of the following:
1. Bank will handle all foreign and domestic exchange for the City.
2. Bank will furnish to City wire transfer service to any point in the
United States.
3. Bank parking lot facilities which are immediately adjacent to Bank
building will be available for the use by the City in its transaction of
banking business.
4. Bank agrees to furnish sufficient safe deposit boxes in the Bank
vault to provide for the needs and demands of the City.
5. Bank agrees to furnish coin wrappers, night depository services
including bags and keys, Travelers' and Cashiers' checks and also furnish,
on request, a daily balance on each account maintained by City in Bank.
6. Bank will furnish City a detailed monthly statement of outstanding
Certificates of Deposit as of the last business day.
7. Bank will furnish City a detailed monthly statement of other outstand-
ing investments handled by Bank as of the last business day.
8. Bank will furnish City a detailed monthly statement of securities
pledged against City deposits as of the last business day with an aggregate
total of the pledged amount.
9. Bank will deliver to City monthly bank statements on all demand
accounts maintained by City with Bank.
VII.
The City will have the right to place any amount of its funds in any
demand account or accounts maintained by City with Bank and Bank agrees to
accept any amount of City funds placed in said demand deposits.
lIlMOM
Bank and City agree that Bank shall have the right of first refusal on all
time deposits of City and if Bank refuses to accept any such time deposit
tendered to it by City, then in such event City will be free to invest such
funds in any lawful manner except City will not place such funds with another
depository bank. In the event City is required to deposit its time deposits
elsewhere than in'Bank then in such event Bank will assist City in making such
investments in an effort to obtain the best possible return on such investment
for City.
It is agreed by the parties hereto all time deposits or certificates of
deposit which have not elapsed on the termination date of this depository
contract, shall remain on deposit with the same depository under the same terms
and conditions in effect during said contract until the date such time deposits
have elapsed.
IX.
Notwithstanding anything to the contrary contained in this agreement the
City will be at all times free to forward funds to any bank which is serving as
a paying agent for the City on bonds issued by the City.
X.
This agreement is made subject to the statutes of the Congress of the
United States and the State of Texas and subject to the rules and regulations
promulgated by the Office of the Comptroller of the Currency of the United
States, the Board of Governors of the Federal Reserve System, and the Board of
Directors of the Federal Deposit Insurance Corporation, as are now in existence
and such other statutes, rules and regulations of these entities as may here-
after become effective during the term of this agreement; and if this agree-
ment should be or become in conflict with such statutes, rules and regulations
then such statutes, rules and regulations shall control to the extent they are
in conflict with this agreement.
EXECUTED THIS
TEXAS CC
LUBBOCK,
TOMMIE STEVENS, PRES115ENT and
CHIEF OPERATIONS OFFICER
ATTEST:
OFE NS OFFICE?
_ day of May 1981.
THE CITY OF LUBBOCK
BI Mc IST R, MAYOR
THE STATE OF TEXAS §
COUNTY OF LUBBOCK §
ATTEST:
Evelyn Gafga //Pr'
City Secretary-Treasurver
APPROVE AS TO FORM:
Q c.
ohn C. Ross, Jr., City Attorney
BEFORE ME, the undersigned authority, a Notary Public in and for said
County, Texas, on this day personally appeared BILL McALISTER, known to me to
be the person whose name is subscribed to the foregoing instrument and ac-
knowledged to me that he executed the same as the act and deed of the City of
Lubbock and as Mayor, for the purposes and consideration therein expressed, and
in the capacity therein stated.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this day of/�,
1981.
Notary Public
Lubbock County, Texas
My Commission Expires
THE STATE OF TEXAS
COUNTY OF LUBBOCK §
BEFORE ME, the undersigned authority, a Notary Public in and for said
County, Texas, on this day personally appeared TOMMIE STEVENS, known to me to
be the person whose name is subscribed to the foregoing instrument and ac-
knowledged to me that he executed the same as the act and deed of the Texas
Commerce Bank National Association, Lubbock, Texas and as President, for the
purposes and consideration therein expressed, and in the capacity therein
stated.
GIVEN UNDER MY BAND AND SEAL OF OFFICE this 0q— day of Gj'�F'
1981.
ary Public
bbock County, Texas
My Commission Expires
EXHIBIT A
1. Rate of Interest on Certificates of Deposit
(a) The Bank will pay the City interest on certificates of deposit at a rate
equal to the yield rates for United States Treasury Bills of like maturities,
or nearest maturity, as published in the Wall Street Journal on the date of the
purchase of the certificates of deposit.
(b) If the United States Treasury Bill Yield rate as set out in paragraph (a)
above is less than 9%, the lower of 9% or such United States Treasury Bill
Yield rate plus .25(14%) will be paid by Bank.
(c) In no event shall the Bank pay to the City for its Certificates of Deposit
less than the rate that the Bank is paying on its regular passbook savings
accounts at the time the City purchases said Certificates of Deposit.
2. Minimum Monthly Balances for Demand Deposits
For services rendered by it to the City pursuant to the Contract, the City
agrees to maintain minimum monthly average daily balances in demand deposits
with the Bank during the term of this Contract in an amount equal to the
following:
minus overage dollar amount
$150,000.00 or times 12
plus deficiency dollar amount
Average 30-day Treasury Bill Yield
divided by
Investable percentage of collected demand deposits
equals
minimum monthly average balance
The terms used in the foregoing formula shall have the following meaning:
(a) "30-day Treasury Bill Yield"- The average yield for 30-day United
States Treasury Bills during the month preceding the month for which such
calculation is made as published in the Wall Street Journal.
(b) "Investable Percentage of Collected Demand Deposits" -
100% less the percentage of cash reserves required of Bank under law for
demand deposit accounts.
(c) "Overage Dollar Amount" -
Actual average monthly collected balance from previous month minus minimum
monthly average daily balance required from previous month times 30-day
Treasury Bill Yield divided by twelve.
(d) "Deficiency Dollar Amount" -
Minimum monthly average daily balance required from previous month minus
actual average monthly collected balance from previous month times 30-day
Treasury Bill Yield divided by twelve.
(e) "Minimum Monthly Average Daily Balance" -
The minimum monthly average collected daily balance agreed upon by the
City and Bank, at the end of each month to be effective the next calendar
month.
Should the City fail to maintain the minimum monthly average daily balances
of demand deposits determined herein above, the Bank may elect for the City to
compensate the Bank for such deficiency by paying to the Bank interest on the
deficiency at the same rate as that for a short term loan as defined in Section
4 of this Exhibit.
3. Rate of Interest on Overdrafts
The City agrees to pay the Bank interest at a rate equal to 75% of Texas
Commerce Bank, N.A., Lubbock, Texas prime rate, not to exceed the maximum
permitted by law on all overdrafts on demand deposit accounts.
4. Rate of Interest on Short -Term Loans
The City agrees to pay the Bank interest at a rate equal to 75% of Texas
Commerce Bank, N.A., Lubbock, Texas prime rate, not to exceed the maximum rate
permitted by law on all short-term loans of the Bank to the City.
5. This Exhibit A is the Original Exhibit A agreed to by the parties and
takes effect on the date of execution of the Contract to which it is attached.